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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 | $20,953 | $46,697-55.1% | $117,533-82.2% | $68,486-69.4% |
| Participation rate | 77.5% | 56.8%+20.7pp | 70.6%+6.9pp | 67.9%+9.6pp |
| Annual return | -17.09% | -14.52%-2.6pp | 29.77%-46.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,868 | $1,506+90.5% | $4,179-31.4% | $2,597+10.5% |
| Participant deferral / active EE | $4,142 | $2,637+57.1% | $4,072+1.7% | $4,028+2.9% |
| Admin fee / account holder | $3,110 | $4,023-22.7% | $5,647-44.9% | $5,404-42.4% |