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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 | $28,795 | $81,870-64.8% | $119,622-75.9% | $68,486-58.0% |
| Participation rate | 71.4% | 71.9%-0.5pp | 79.3%-7.8pp | 67.9%+3.5pp |
| Annual return | -17.33% | -23.82%+6.5pp | -14.98%-2.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,077 | $2,692-22.9% | $4,232-50.9% | $2,597-20.0% |
| Participant deferral / active EE | $3,767 | $4,148-9.2% | $5,601-32.7% | $4,028-6.5% |
| Admin fee / account holder | $2,952 | $6,583-55.2% | $10,328-71.4% | $5,404-45.4% |