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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 | $35,416 | $71,873-50.7% | $86,698-59.2% | $68,490-48.3% |
| Participation rate | 93.0% | 72.2%+20.8pp | 76.6%+16.4pp | 67.9%+25.1pp |
| Annual return | -15.17% | 3.54%-18.7pp | 35.96%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,172 | $2,173-0.1% | $2,837-23.4% | $2,597-16.4% |
| Participant deferral / active EE | $3,352 | $3,779-11.3% | $4,656-28.0% | $4,028-16.8% |
| Admin fee / account holder | $2,132 | $6,110-65.1% | $7,492-71.5% | $5,403-60.5% |