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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 | $41,637 | $71,873-42.1% | $86,698-52.0% | $68,490-39.2% |
| Participation rate | 77.9% | 72.2%+5.7pp | 76.6%+1.3pp | 67.9%+10.0pp |
| Annual return | -14.54% | 3.54%-18.1pp | 35.96%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,141 | $2,173-47.5% | $2,837-59.8% | $2,597-56.1% |
| Participant deferral / active EE | $2,332 | $3,779-38.3% | $4,656-49.9% | $4,028-42.1% |
| Admin fee / account holder | $3,964 | $6,110-35.1% | $7,492-47.1% | $5,403-26.6% |