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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 | $38,971 | $81,870-52.4% | $119,622-67.4% | $68,486-43.1% |
| Participation rate | 72.6% | 71.9%+0.7pp | 79.3%-6.7pp | 67.9%+4.7pp |
| Annual return | -16.56% | -23.82%+7.3pp | -14.98%-1.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,416 | $2,692-10.3% | $4,232-42.9% | $2,597-7.0% |
| Participant deferral / active EE | $4,350 | $4,148+4.9% | $5,601-22.3% | $4,028+8.0% |
| Admin fee / account holder | $2,498 | $6,583-62.1% | $10,328-75.8% | $5,404-53.8% |