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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 | $39,332 | $76,912-48.9% | $129,110-69.5% | $68,495-42.6% |
| Participation rate | 84.0% | 69.1%+14.9pp | 77.3%+6.7pp | 67.9%+16.1pp |
| Annual return | -16.72% | -9.78%-6.9pp | -10.94%-5.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,426 | $3,243+5.7% | $5,052-32.2% | $2,596+32.0% |
| Participant deferral / active EE | $5,210 | $4,732+10.1% | $6,542-20.4% | $4,028+29.4% |
| Admin fee / account holder | $2,846 | $6,638-57.1% | $14,302-80.1% | $5,403-47.3% |