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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 | $25,363 | $71,873-64.7% | $86,698-70.7% | $68,490-63.0% |
| Participation rate | 78.4% | 72.2%+6.1pp | 76.6%+1.8pp | 67.9%+10.5pp |
| Annual return | -10.91% | 3.54%-14.4pp | 35.96%-46.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $4,550 | $2,173+109.3% | $2,837+60.4% | $2,597+75.2% |
| Participant deferral / active EE | $2,860 | $3,779-24.3% | $4,656-38.6% | $4,028-29.0% |
| Admin fee / account holder | $547 | $6,110-91.1% | $7,492-92.7% | $5,403-89.9% |