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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 | $40,410 | $64,729-37.6% | $112,263-64.0% | $68,490-41.0% |
| Participation rate | 86.2% | 67.2%+19.0pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -16.69% | -11.40%-5.3pp | 27.49%-44.2pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,393 | $2,746-49.3% | $3,636-61.7% | $2,597-46.4% |
| Participant deferral / active EE | $1,966 | $3,566-44.9% | $4,729-58.4% | $4,028-51.2% |
| Admin fee / account holder | $5,571 | $5,222+6.7% | $6,410-13.1% | $5,403+3.1% |