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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 | $42,773 | $56,357-24.1% | $104,303-59.0% | $68,498-37.6% |
| Participation rate | 77.4% | 63.3%+14.2pp | 73.3%+4.2pp | 67.9%+9.5pp |
| Annual return | -15.38% | -9.19%-6.2pp | 24.61%-40.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,345 | $1,960-31.4% | $3,372-60.1% | $2,596-48.2% |
| Participant deferral / active EE | $2,007 | $3,077-34.8% | $4,625-56.6% | $4,027-50.2% |
| Admin fee / account holder | $1,488 | $4,903-69.7% | $7,340-79.7% | $5,403-72.5% |