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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 | $45,570 | $50,947-10.6% | $74,551-38.9% | $64,173-29.0% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.1%+14.2pp | 69.6%+13.8pp |
| Annual return | -4.71% | -1.85%-2.9pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $766 | $1,115-31.3% | $1,961-60.9% | $2,381-67.8% |
| Participant deferral / active EE | $2,283 | $2,302-0.8% | $3,108-26.5% | $3,470-34.2% |
| Admin fee / account holder | $1,801 | $4,221-57.3% | $5,059-64.4% | $4,887-63.1% |