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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 | $42,261 | $71,872-41.2% | $86,691-51.3% | $68,495-38.3% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.7pp | 67.9%+25.4pp |
| Annual return | -15.70% | 3.53%-19.2pp | 35.94%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,070 | $2,173-4.8% | $2,837-27.0% | $2,596-20.3% |
| Participant deferral / active EE | $3,351 | $3,779-11.3% | $4,656-28.0% | $4,028-16.8% |
| Admin fee / account holder | $1,169 | $6,112-80.9% | $7,492-84.4% | $5,403-78.4% |