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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 | $60,392 | $71,873-16.0% | $86,698-30.3% | $68,490-11.8% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -18.73% | 3.54%-22.3pp | 35.96%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,064 | $2,173-51.0% | $2,837-62.5% | $2,597-59.0% |
| Participant deferral / active EE | $2,810 | $3,779-25.6% | $4,656-39.6% | $4,028-30.2% |
| Admin fee / account holder | $2,612 | $6,110-57.3% | $7,492-65.1% | $5,403-51.7% |