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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 | $50,448 | $110,083-54.2% | $151,645-66.7% | $68,490-26.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -9.80% | -10.12%+0.3pp | 3.34%-13.1pp | -7.85%-1.9pp |
| Employer contribution / active EE | $2,477 | $4,470-44.6% | $6,165-59.8% | $2,597-4.6% |
| Participant deferral / active EE | $3,639 | $6,526-44.2% | $8,363-56.5% | $4,028-9.6% |
| Admin fee / account holder | $2,921 | $7,718-62.1% | $11,614-74.8% | $5,403-45.9% |