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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 | $42,730 | $64,716-34.0% | $112,258-61.9% | $68,495-37.6% |
| Participation rate | 81.0% | 67.2%+13.9pp | 75.1%+6.0pp | 67.9%+13.1pp |
| Annual return | -14.46% | -11.40%-3.1pp | 27.47%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,877 | $2,746-31.7% | $3,636-48.4% | $2,596-27.7% |
| Participant deferral / active EE | $2,595 | $3,565-27.2% | $4,728-45.1% | $4,028-35.6% |
| Admin fee / account holder | $3,304 | $5,232-36.8% | $6,411-48.5% | $5,403-38.9% |