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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 | $39,185 | $71,873-45.5% | $86,698-54.8% | $68,490-42.8% |
| Participation rate | 84.6% | 72.2%+12.4pp | 76.6%+8.0pp | 67.9%+16.7pp |
| Annual return | -17.48% | 3.54%-21.0pp | 35.96%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $5,385 | $2,173+147.8% | $2,837+89.8% | $2,597+107.4% |
| Participant deferral / active EE | $2,489 | $3,779-34.1% | $4,656-46.5% | $4,028-38.2% |
| Admin fee / account holder | $504 | $6,110-91.8% | $7,492-93.3% | $5,403-90.7% |