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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 | $41,320 | $73,009-43.4% | $90,760-54.5% | $68,486-39.7% |
| Participation rate | 72.7% | 70.8%+1.9pp | 75.7%-3.0pp | 67.9%+4.8pp |
| Annual return | -15.63% | -13.81%-1.8pp | -12.16%-3.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $841 | $2,193-61.6% | $2,922-71.2% | $2,597-67.6% |
| Participant deferral / active EE | $4,000 | $3,626+10.3% | $4,565-12.4% | $4,028-0.7% |
| Admin fee / account holder | $6,389 | $5,896+8.4% | $8,444-24.3% | $5,404+18.2% |