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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 | $54,918 | $71,878-23.6% | $86,698-36.7% | $68,486-19.8% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -16.33% | 3.53%-19.9pp | 35.95%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,781 | $2,173-18.1% | $2,837-37.2% | $2,597-31.4% |
| Participant deferral / active EE | $4,488 | $3,779+18.8% | $4,656-3.6% | $4,028+11.4% |
| Admin fee / account holder | $1,067 | $6,113-82.6% | $7,493-85.8% | $5,404-80.3% |