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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 | $43,222 | $71,878-39.9% | $86,698-50.1% | $68,486-36.9% |
| Participation rate | 84.3% | 72.2%+12.1pp | 76.6%+7.7pp | 67.9%+16.4pp |
| Annual return | -15.73% | 3.53%-19.3pp | 35.95%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $905 | $2,173-58.4% | $2,837-68.1% | $2,597-65.1% |
| Participant deferral / active EE | $2,252 | $3,779-40.4% | $4,656-51.6% | $4,028-44.1% |
| Admin fee / account holder | $4,068 | $6,113-33.4% | $7,493-45.7% | $5,404-24.7% |