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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 | $43,319 | $45,872-5.6% | $77,081-43.8% | $68,495-36.8% |
| Participation rate | 84.0% | 55.9%+28.1pp | 67.9%+16.1pp | 67.9%+16.1pp |
| Annual return | -16.67% | 1.73%-18.4pp | 42.33%-59.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $820 | $1,650-50.3% | $2,813-70.8% | $2,596-68.4% |
| Participant deferral / active EE | $3,141 | $2,963+6.0% | $4,428-29.1% | $4,028-22.0% |
| Admin fee / account holder | $3,318 | $3,041+9.1% | $5,427-38.8% | $5,403-38.6% |