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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 | $41,212 | $71,873-42.7% | $86,698-52.5% | $68,490-39.8% |
| Participation rate | 87.8% | 72.2%+15.6pp | 76.6%+11.2pp | 67.9%+19.9pp |
| Annual return | -13.47% | 3.54%-17.0pp | 35.96%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,741 | $2,173-19.9% | $2,837-38.6% | $2,597-32.9% |
| Participant deferral / active EE | $3,556 | $3,779-5.9% | $4,656-23.6% | $4,028-11.7% |
| Admin fee / account holder | $390 | $6,110-93.6% | $7,492-94.8% | $5,403-92.8% |