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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 | $25,352 | $73,009-65.3% | $90,756-72.1% | $68,495-63.0% |
| Participation rate | 91.4% | 70.8%+20.5pp | 75.7%+15.7pp | 67.9%+23.5pp |
| Annual return | -16.78% | -13.81%-3.0pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,343 | $2,193+6.8% | $2,922-19.8% | $2,596-9.8% |
| Participant deferral / active EE | $3,054 | $3,626-15.8% | $4,565-33.1% | $4,028-24.2% |
| Admin fee / account holder | $841 | $5,896-85.7% | $8,445-90.0% | $5,403-84.4% |