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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 | $44,121 | $81,870-46.1% | $119,622-63.1% | $68,486-35.6% |
| Participation rate | 76.7% | 71.9%+4.8pp | 79.3%-2.6pp | 67.9%+8.8pp |
| Annual return | -17.73% | -23.82%+6.1pp | -14.98%-2.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,780 | $2,692+3.3% | $4,232-34.3% | $2,597+7.1% |
| Participant deferral / active EE | $2,893 | $4,148-30.3% | $5,601-48.3% | $4,028-28.2% |
| Admin fee / account holder | $778 | $6,583-88.2% | $10,328-92.5% | $5,404-85.6% |