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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 | $55,296 | $71,878-23.1% | $86,698-36.2% | $68,486-19.3% |
| Participation rate | 74.2% | 72.2%+1.9pp | 76.6%-2.4pp | 67.9%+6.3pp |
| Annual return | -14.56% | 3.53%-18.1pp | 35.95%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,700 | $2,173-21.8% | $2,837-40.1% | $2,597-34.5% |
| Participant deferral / active EE | $3,788 | $3,779+0.2% | $4,656-18.6% | $4,028-5.9% |
| Admin fee / account holder | $8,852 | $6,113+44.8% | $7,493+18.1% | $5,404+63.8% |