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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 | $40,125 | $71,878-44.2% | $86,698-53.7% | $68,486-41.4% |
| Participation rate | 84.5% | 72.2%+12.3pp | 76.6%+7.9pp | 67.9%+16.6pp |
| Annual return | -14.45% | 3.53%-18.0pp | 35.95%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,653 | $2,173-23.9% | $2,837-41.7% | $2,597-36.3% |
| Participant deferral / active EE | $3,517 | $3,779-6.9% | $4,656-24.5% | $4,028-12.7% |
| Admin fee / account holder | $2,242 | $6,113-63.3% | $7,493-70.1% | $5,404-58.5% |