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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 | $43,493 | $81,870-46.9% | $119,608-63.6% | $68,495-36.5% |
| Participation rate | 76.7% | 71.9%+4.9pp | 79.3%-2.5pp | 67.9%+8.9pp |
| Annual return | -17.67% | -23.82%+6.1pp | -14.98%-2.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,985 | $2,692-26.3% | $4,232-53.1% | $2,596-23.5% |
| Participant deferral / active EE | $3,488 | $4,148-15.9% | $5,601-37.7% | $4,028-13.4% |
| Admin fee / account holder | $4,253 | $6,583-35.4% | $10,326-58.8% | $5,403-21.3% |