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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 | $41,266 | $71,873-42.6% | $86,698-52.4% | $68,490-39.7% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -15.49% | 3.54%-19.0pp | 35.96%-51.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,840 | $2,173+30.7% | $2,837+0.1% | $2,597+9.4% |
| Participant deferral / active EE | $4,895 | $3,779+29.5% | $4,656+5.1% | $4,028+21.5% |
| Admin fee / account holder | $16,304 | $6,110+166.8% | $7,492+117.6% | $5,403+201.8% |