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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 | $48,294 | $73,019-33.9% | $90,766-46.8% | $68,490-29.5% |
| Participation rate | 83.9% | 70.8%+13.0pp | 75.7%+8.2pp | 67.9%+16.0pp |
| Annual return | -15.50% | -13.81%-1.7pp | -12.16%-3.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,575 | $2,193-28.2% | $2,922-46.1% | $2,597-39.3% |
| Participant deferral / active EE | $2,701 | $3,626-25.5% | $4,565-40.8% | $4,028-32.9% |
| Admin fee / account holder | $1,132 | $5,897-80.8% | $8,446-86.6% | $5,403-79.1% |