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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 | $50,132 | $59,813-16.2% | $79,580-37.0% | $68,486-26.8% |
| Participation rate | 84.6% | 61.1%+23.5pp | 69.5%+15.1pp | 67.9%+16.7pp |
| Annual return | -13.41% | -12.30%-1.1pp | 0.15%-13.6pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,623 | $1,505+7.8% | $2,413-32.7% | $2,597-37.5% |
| Participant deferral / active EE | $2,474 | $3,024-18.2% | $3,985-37.9% | $4,028-38.6% |
| Admin fee / account holder | $3,720 | $4,835-23.1% | $6,835-45.6% | $5,404-31.2% |