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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 | $45,606 | $81,900-44.3% | $119,615-61.9% | $68,498-33.4% |
| Participation rate | 76.9% | 71.9%+5.0pp | 79.3%-2.3pp | 67.9%+9.0pp |
| Annual return | -17.04% | -23.82%+6.8pp | -14.98%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,262 | $2,693-16.0% | $4,232-46.6% | $2,596-12.9% |
| Participant deferral / active EE | $3,151 | $4,148-24.0% | $5,602-43.8% | $4,027-21.8% |
| Admin fee / account holder | $2,575 | $6,582-60.9% | $10,324-75.1% | $5,403-52.3% |