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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 | $43,904 | $81,870-46.4% | $119,634-63.3% | $68,490-35.9% |
| Participation rate | 78.8% | 71.9%+6.9pp | 79.3%-0.5pp | 67.9%+10.9pp |
| Annual return | -18.54% | -23.82%+5.3pp | -14.98%-3.6pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,687 | $2,692-37.3% | $4,232-60.1% | $2,597-35.0% |
| Participant deferral / active EE | $3,102 | $4,148-25.2% | $5,601-44.6% | $4,028-23.0% |
| Admin fee / account holder | $612 | $6,583-90.7% | $10,329-94.1% | $5,403-88.7% |