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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 | $40,464 | $73,009-44.6% | $90,760-55.4% | $68,486-40.9% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -14.00% | -13.81%-0.2pp | -12.16%-1.8pp | -7.85%-6.1pp |
| Employer contribution / active EE | $956 | $2,193-56.4% | $2,922-67.3% | $2,597-63.2% |
| Participant deferral / active EE | $2,525 | $3,626-30.4% | $4,565-44.7% | $4,028-37.3% |
| Admin fee / account holder | $4,874 | $5,896-17.3% | $8,444-42.3% | $5,404-9.8% |