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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 | $48,577 | $71,873-32.4% | $86,698-44.0% | $68,490-29.1% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -16.11% | 3.54%-19.6pp | 35.96%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,077 | $2,173-50.4% | $2,837-62.0% | $2,597-58.5% |
| Participant deferral / active EE | $3,011 | $3,779-20.3% | $4,656-35.3% | $4,028-25.2% |
| Admin fee / account holder | $5,455 | $6,110-10.7% | $7,492-27.2% | $5,403+1.0% |