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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 | $34,645 | $71,873-51.8% | $86,698-60.0% | $68,490-49.4% |
| Participation rate | 92.1% | 72.2%+19.8pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -15.52% | 3.54%-19.1pp | 35.96%-51.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,848 | $2,173-15.0% | $2,837-34.9% | $2,597-28.8% |
| Participant deferral / active EE | $3,269 | $3,779-13.5% | $4,656-29.8% | $4,028-18.8% |
| Admin fee / account holder | $2,541 | $6,110-58.4% | $7,492-66.1% | $5,403-53.0% |