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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 | $52,122 | $59,813-12.9% | $79,580-34.5% | $68,486-23.9% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.5%+27.1pp | 67.9%+28.7pp |
| Annual return | -17.96% | -12.30%-5.7pp | 0.15%-18.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,370 | $1,505-9.0% | $2,413-43.2% | $2,597-47.2% |
| Participant deferral / active EE | $3,318 | $3,024+9.7% | $3,985-16.8% | $4,028-17.6% |
| Admin fee / account holder | $1,262 | $4,835-73.9% | $6,835-81.5% | $5,404-76.6% |