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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 | $50,890 | $81,870-37.8% | $119,622-57.5% | $68,486-25.7% |
| Participation rate | 83.8% | 71.9%+11.9pp | 79.3%+4.5pp | 67.9%+15.9pp |
| Annual return | -17.56% | -23.82%+6.3pp | -14.98%-2.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,536 | $2,692-42.9% | $4,232-63.7% | $2,597-40.9% |
| Participant deferral / active EE | $2,133 | $4,148-48.6% | $5,601-61.9% | $4,028-47.0% |
| Admin fee / account holder | $1,562 | $6,583-76.3% | $10,328-84.9% | $5,404-71.1% |