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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 | $57,036 | $81,870-30.3% | $119,608-52.3% | $68,495-16.7% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -16.27% | -23.82%+7.6pp | -14.98%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,743 | $2,692+1.9% | $4,232-35.2% | $2,596+5.6% |
| Participant deferral / active EE | $4,601 | $4,148+10.9% | $5,601-17.9% | $4,028+14.2% |
| Admin fee / account holder | $1,820 | $6,583-72.4% | $10,326-82.4% | $5,403-66.3% |