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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 | $42,083 | $71,878-41.5% | $86,698-51.5% | $68,486-38.6% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -17.66% | 3.53%-21.2pp | 35.95%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,505 | $2,173+15.3% | $2,837-11.7% | $2,597-3.5% |
| Participant deferral / active EE | $2,766 | $3,779-26.8% | $4,656-40.6% | $4,028-31.3% |
| Admin fee / account holder | $2,114 | $6,113-65.4% | $7,493-71.8% | $5,404-60.9% |