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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 | $51,318 | $76,912-33.3% | $129,118-60.3% | $68,490-25.1% |
| Participation rate | 82.8% | 69.1%+13.6pp | 77.2%+5.5pp | 67.9%+14.9pp |
| Annual return | -16.70% | -9.78%-6.9pp | -10.94%-5.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,611 | $3,243-19.5% | $5,051-48.3% | $2,597+0.5% |
| Participant deferral / active EE | $2,972 | $4,732-37.2% | $6,539-54.5% | $4,028-26.2% |
| Admin fee / account holder | $5,198 | $6,638-21.7% | $14,305-63.7% | $5,403-3.8% |