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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,486 | $73,009-44.5% | $90,760-55.4% | $68,486-40.9% |
| Participation rate | 71.1% | 70.8%+0.2pp | 75.7%-4.6pp | 67.9%+3.2pp |
| Annual return | -15.44% | -13.81%-1.6pp | -12.16%-3.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $735 | $2,193-66.5% | $2,922-74.9% | $2,597-71.7% |
| Participant deferral / active EE | $2,384 | $3,626-34.3% | $4,565-47.8% | $4,028-40.8% |
| Admin fee / account holder | $3,481 | $5,896-40.9% | $8,444-58.8% | $5,404-35.6% |