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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 | $52,311 | $76,912-32.0% | $129,118-59.5% | $68,490-23.6% |
| Participation rate | 79.4% | 69.1%+10.2pp | 77.2%+2.1pp | 67.9%+11.5pp |
| Annual return | -17.12% | -9.78%-7.3pp | -10.94%-6.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,583 | $3,243-51.2% | $5,051-68.7% | $2,597-39.0% |
| Participant deferral / active EE | $5,464 | $4,732+15.5% | $6,539-16.4% | $4,028+35.7% |
| Admin fee / account holder | $16,775 | $6,638+152.7% | $14,305+17.3% | $5,403+210.5% |