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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 | $41,673 | $71,873-42.0% | $86,698-51.9% | $68,490-39.2% |
| Participation rate | 92.8% | 72.2%+20.5pp | 76.6%+16.2pp | 67.9%+24.9pp |
| Annual return | -15.15% | 3.54%-18.7pp | 35.96%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,793 | $2,173-17.5% | $2,837-36.8% | $2,597-31.0% |
| Participant deferral / active EE | $5,121 | $3,779+35.5% | $4,656+10.0% | $4,028+27.1% |
| Admin fee / account holder | $4,931 | $6,110-19.3% | $7,492-34.2% | $5,403-8.7% |