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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 | $57,398 | $71,878-20.1% | $86,698-33.8% | $68,486-16.2% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -16.17% | 3.53%-19.7pp | 35.95%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,673 | $2,173-23.0% | $2,837-41.0% | $2,597-35.6% |
| Participant deferral / active EE | $3,267 | $3,779-13.6% | $4,656-29.8% | $4,028-18.9% |
| Admin fee / account holder | $5,619 | $6,113-8.1% | $7,493-25.0% | $5,404+4.0% |