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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 | $52,630 | $71,872-26.8% | $86,691-39.3% | $68,495-23.2% |
| Participation rate | 81.0% | 72.2%+8.8pp | 76.6%+4.4pp | 67.9%+13.1pp |
| Annual return | -10.60% | 3.53%-14.1pp | 35.94%-46.5pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,067 | $2,173-50.9% | $2,837-62.4% | $2,596-58.9% |
| Participant deferral / active EE | $3,123 | $3,779-17.4% | $4,656-32.9% | $4,028-22.5% |
| Admin fee / account holder | $3,971 | $6,112-35.0% | $7,492-47.0% | $5,403-26.5% |