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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 | $52,984 | $71,872-26.3% | $86,691-38.9% | $68,495-22.6% |
| Participation rate | 80.5% | 72.2%+8.2pp | 76.6%+3.9pp | 67.9%+12.6pp |
| Annual return | -11.39% | 3.53%-14.9pp | 35.94%-47.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,582 | $2,173-27.2% | $2,837-44.2% | $2,596-39.1% |
| Participant deferral / active EE | $4,958 | $3,779+31.2% | $4,656+6.5% | $4,028+23.1% |
| Admin fee / account holder | $3,728 | $6,112-39.0% | $7,492-50.2% | $5,403-31.0% |