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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 | $35,405 | $71,873-50.7% | $86,698-59.2% | $68,490-48.3% |
| Participation rate | 93.0% | 72.2%+20.8pp | 76.6%+16.4pp | 67.9%+25.1pp |
| Annual return | -17.50% | 3.54%-21.0pp | 35.96%-53.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,465 | $2,173-32.6% | $2,837-48.4% | $2,597-43.6% |
| Participant deferral / active EE | $4,279 | $3,779+13.2% | $4,656-8.1% | $4,028+6.2% |
| Admin fee / account holder | $4,647 | $6,110-24.0% | $7,492-38.0% | $5,403-14.0% |