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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 | $45,638 | $71,872-36.5% | $86,691-47.4% | $68,495-33.4% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -17.03% | 3.53%-20.6pp | 35.94%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,552 | $2,173-28.6% | $2,837-45.3% | $2,596-40.2% |
| Participant deferral / active EE | $3,464 | $3,779-8.3% | $4,656-25.6% | $4,028-14.0% |
| Admin fee / account holder | $2,803 | $6,112-54.1% | $7,492-62.6% | $5,403-48.1% |