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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 | $65,729 | $81,870-19.7% | $119,634-45.1% | $68,490-4.0% |
| Participation rate | 72.7% | 71.9%+0.8pp | 79.3%-6.5pp | 67.9%+4.8pp |
| Annual return | -15.75% | -23.82%+8.1pp | -14.98%-0.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $921 | $2,692-65.8% | $4,232-78.2% | $2,597-64.5% |
| Participant deferral / active EE | $4,820 | $4,148+16.2% | $5,601-14.0% | $4,028+19.7% |
| Admin fee / account holder | $1,400 | $6,583-78.7% | $10,329-86.4% | $5,403-74.1% |