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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 | $40,967 | $53,162-22.9% | $91,225-55.1% | $68,486-40.2% |
| Participation rate | 91.2% | 63.2%+28.0pp | 73.2%+18.0pp | 67.9%+23.3pp |
| Annual return | -16.54% | -3.14%-13.4pp | 114.12%-130.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,201 | $1,709-29.8% | $2,851-57.9% | $2,597-53.8% |
| Participant deferral / active EE | $2,810 | $2,974-5.5% | $4,233-33.6% | $4,028-30.2% |
| Admin fee / account holder | $1,598 | $4,493-64.4% | $5,422-70.5% | $5,404-70.4% |