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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 | $63,466 | $71,872-11.7% | $86,691-26.8% | $68,495-7.3% |
| Participation rate | 89.1% | 72.2%+16.9pp | 76.6%+12.5pp | 67.9%+21.2pp |
| Annual return | -14.61% | 3.53%-18.1pp | 35.94%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,003 | $2,173-53.8% | $2,837-64.6% | $2,596-61.4% |
| Participant deferral / active EE | $2,994 | $3,779-20.8% | $4,656-35.7% | $4,028-25.7% |
| Admin fee / account holder | $637 | $6,112-89.6% | $7,492-91.5% | $5,403-88.2% |