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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 | $59,336 | $81,870-27.5% | $119,622-50.4% | $68,486-13.4% |
| Participation rate | 75.5% | 71.9%+3.6pp | 79.3%-3.8pp | 67.9%+7.6pp |
| Annual return | -17.70% | -23.82%+6.1pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,843 | $2,692-31.5% | $4,232-56.5% | $2,597-29.0% |
| Participant deferral / active EE | $3,430 | $4,148-17.3% | $5,601-38.7% | $4,028-14.8% |
| Admin fee / account holder | $4,099 | $6,583-37.7% | $10,328-60.3% | $5,404-24.1% |