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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 | $51,690 | $73,009-29.2% | $90,760-43.0% | $68,486-24.5% |
| Participation rate | 73.9% | 70.8%+3.1pp | 75.7%-1.8pp | 67.9%+6.0pp |
| Annual return | -16.48% | -13.81%-2.7pp | -12.16%-4.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $535 | $2,193-75.6% | $2,922-81.7% | $2,597-79.4% |
| Participant deferral / active EE | $2,478 | $3,626-31.7% | $4,565-45.7% | $4,028-38.5% |
| Admin fee / account holder | $767 | $5,896-87.0% | $8,444-90.9% | $5,404-85.8% |