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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 | $52,362 | $81,870-36.0% | $119,608-56.2% | $68,495-23.6% |
| Participation rate | 90.9% | 71.9%+19.0pp | 79.3%+11.6pp | 67.9%+23.0pp |
| Annual return | -17.40% | -23.82%+6.4pp | -14.98%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,321 | $2,692-50.9% | $4,232-68.8% | $2,596-49.1% |
| Participant deferral / active EE | $2,494 | $4,148-39.9% | $5,601-55.5% | $4,028-38.1% |
| Admin fee / account holder | $5,458 | $6,583-17.1% | $10,326-47.1% | $5,403+1.0% |