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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 | $35,772 | $46,689-23.4% | $117,498-69.6% | $68,495-47.8% |
| Participation rate | 82.9% | 56.8%+26.1pp | 70.6%+12.3pp | 67.9%+15.0pp |
| Annual return | -16.36% | -14.52%-1.8pp | 29.75%-46.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $941 | $1,505-37.5% | $4,178-77.5% | $2,596-63.8% |
| Participant deferral / active EE | $2,078 | $2,637-21.2% | $4,071-49.0% | $4,028-48.4% |
| Admin fee / account holder | $2,007 | $4,021-50.1% | $5,646-64.5% | $5,403-62.9% |