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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 | $53,673 | $73,009-26.5% | $90,756-40.9% | $68,495-21.6% |
| Participation rate | 93.8% | 70.8%+23.0pp | 75.7%+18.2pp | 67.9%+26.0pp |
| Annual return | -16.56% | -13.81%-2.8pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,995 | $2,193-9.0% | $2,922-31.7% | $2,596-23.2% |
| Participant deferral / active EE | $3,510 | $3,626-3.2% | $4,565-23.1% | $4,028-12.8% |
| Admin fee / account holder | $2,710 | $5,896-54.0% | $8,445-67.9% | $5,403-49.8% |