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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 | $53,212 | $71,878-26.0% | $86,698-38.6% | $68,486-22.3% |
| Participation rate | 76.6% | 72.2%+4.4pp | 76.6%0pp | 67.9%+8.7pp |
| Annual return | -16.15% | 3.53%-19.7pp | 35.95%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,230 | $2,173+2.6% | $2,837-21.4% | $2,597-14.1% |
| Participant deferral / active EE | $10,562 | $3,779+179.5% | $4,656+126.8% | $4,028+162.2% |
| Admin fee / account holder | $3,735 | $6,113-38.9% | $7,493-50.1% | $5,404-30.9% |