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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 | $37,279 | $71,872-48.1% | $86,691-57.0% | $68,495-45.6% |
| Participation rate | 83.1% | 72.2%+10.9pp | 76.6%+6.6pp | 67.9%+15.3pp |
| Annual return | -13.10% | 3.53%-16.6pp | 35.94%-49.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,295 | $2,173-40.4% | $2,837-54.3% | $2,596-50.1% |
| Participant deferral / active EE | $2,064 | $3,779-45.4% | $4,656-55.7% | $4,028-48.8% |
| Admin fee / account holder | $4,096 | $6,112-33.0% | $7,492-45.3% | $5,403-24.2% |