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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 | $31,498 | $71,878-56.2% | $86,698-63.7% | $68,486-54.0% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -15.65% | 3.53%-19.2pp | 35.95%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $664 | $2,173-69.4% | $2,837-76.6% | $2,597-74.4% |
| Participant deferral / active EE | $4,904 | $3,779+29.8% | $4,656+5.3% | $4,028+21.8% |
| Admin fee / account holder | $1,978 | $6,113-67.6% | $7,493-73.6% | $5,404-63.4% |