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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 | $56,331 | $64,716-13.0% | $112,258-49.8% | $68,495-17.8% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -8.28% | -11.40%+3.1pp | 27.47%-35.8pp | -7.84%-0.4pp |
| Employer contribution / active EE | $1,893 | $2,746-31.1% | $3,636-47.9% | $2,596-27.1% |
| Participant deferral / active EE | $3,765 | $3,565+5.6% | $4,728-20.4% | $4,028-6.5% |
| Admin fee / account holder | $3,760 | $5,232-28.1% | $6,411-41.4% | $5,403-30.4% |