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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 | $48,532 | $71,878-32.5% | $86,698-44.0% | $68,486-29.1% |
| Participation rate | 86.4% | 72.2%+14.2pp | 76.6%+9.9pp | 67.9%+18.5pp |
| Annual return | -13.32% | 3.53%-16.9pp | 35.95%-49.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $2,208 | $2,173+1.6% | $2,837-22.2% | $2,597-15.0% |
| Participant deferral / active EE | $3,702 | $3,779-2.0% | $4,656-20.5% | $4,028-8.1% |
| Admin fee / account holder | $14,513 | $6,113+137.4% | $7,493+93.7% | $5,404+168.6% |