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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 | $58,219 | $81,870-28.9% | $119,634-51.3% | $68,490-15.0% |
| Participation rate | 75.6% | 71.9%+3.7pp | 79.3%-3.7pp | 67.9%+7.7pp |
| Annual return | -13.90% | -23.82%+9.9pp | -14.98%+1.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $993 | $2,692-63.1% | $4,232-76.5% | $2,597-61.8% |
| Participant deferral / active EE | $3,685 | $4,148-11.2% | $5,601-34.2% | $4,028-8.5% |
| Admin fee / account holder | $5,860 | $6,583-11.0% | $10,329-43.3% | $5,403+8.5% |