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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 | $50,767 | $64,729-21.6% | $112,263-54.8% | $68,490-25.9% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.1%+6.4pp | 67.9%+13.6pp |
| Annual return | -17.83% | -11.40%-6.4pp | 27.49%-45.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,822 | $2,746-33.6% | $3,636-49.9% | $2,597-29.8% |
| Participant deferral / active EE | $3,005 | $3,566-15.7% | $4,729-36.5% | $4,028-25.4% |
| Admin fee / account holder | $4,581 | $5,222-12.3% | $6,410-28.5% | $5,403-15.2% |