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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 | $53,023 | $71,872-26.2% | $86,691-38.8% | $68,495-22.6% |
| Participation rate | 84.6% | 72.2%+12.4pp | 76.6%+8.0pp | 67.9%+16.7pp |
| Annual return | -17.39% | 3.53%-20.9pp | 35.94%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,762 | $2,173-18.9% | $2,837-37.9% | $2,596-32.1% |
| Participant deferral / active EE | $2,958 | $3,779-21.7% | $4,656-36.5% | $4,028-26.6% |
| Admin fee / account holder | $5,263 | $6,112-13.9% | $7,492-29.8% | $5,403-2.6% |