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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 | $51,912 | $73,019-28.9% | $90,766-42.8% | $68,490-24.2% |
| Participation rate | 75.6% | 70.8%+4.8pp | 75.7%-0.1pp | 67.9%+7.7pp |
| Annual return | -17.66% | -13.81%-3.9pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,497 | $2,193-31.7% | $2,922-48.8% | $2,597-42.3% |
| Participant deferral / active EE | $3,052 | $3,626-15.8% | $4,565-33.2% | $4,028-24.2% |
| Admin fee / account holder | $3,832 | $5,897-35.0% | $8,446-54.6% | $5,403-29.1% |