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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 | $36,145 | $71,878-49.7% | $86,698-58.3% | $68,486-47.2% |
| Participation rate | 71.9% | 72.2%-0.3pp | 76.6%-4.7pp | 67.9%+4.0pp |
| Annual return | -4.82% | 3.53%-8.4pp | 35.95%-40.8pp | -7.85%+3.0pp |
| Employer contribution / active EE | $1,225 | $2,173-43.6% | $2,837-56.8% | $2,597-52.8% |
| Participant deferral / active EE | $2,388 | $3,779-36.8% | $4,656-48.7% | $4,028-40.7% |
| Admin fee / account holder | $2,753 | $6,113-55.0% | $7,493-63.3% | $5,404-49.1% |