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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 | $34,491 | $56,339-38.8% | $104,299-66.9% | $68,490-49.6% |
| Participation rate | 73.7% | 63.3%+10.4pp | 73.3%+0.4pp | 67.9%+5.8pp |
| Annual return | -16.22% | -9.19%-7.0pp | 24.62%-40.8pp | -7.85%-8.4pp |
| Employer contribution / active EE | $753 | $1,960-61.6% | $3,373-77.7% | $2,597-71.0% |
| Participant deferral / active EE | $3,461 | $3,077+12.5% | $4,626-25.2% | $4,028-14.1% |
| Admin fee / account holder | $4,060 | $4,902-17.2% | $7,339-44.7% | $5,403-24.9% |