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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 | $31,801 | $71,873-55.8% | $86,698-63.3% | $68,490-53.6% |
| Participation rate | 79.6% | 72.2%+7.3pp | 76.6%+3.0pp | 67.9%+11.7pp |
| Annual return | -18.11% | 3.54%-21.6pp | 35.96%-54.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,409 | $2,173-35.2% | $2,837-50.3% | $2,597-45.8% |
| Participant deferral / active EE | $2,801 | $3,779-25.9% | $4,656-39.8% | $4,028-30.5% |
| Admin fee / account holder | $2,640 | $6,110-56.8% | $7,492-64.8% | $5,403-51.1% |