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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 | $41,814 | $42,383-1.3% | $76,523-45.4% | $64,181-34.9% |
| Participation rate | 84.8% | 58.1%+26.7pp | 68.0%+16.8pp | 69.6%+15.2pp |
| Annual return | -6.95% | -16.54%+9.6pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,176 | $1,563+39.2% | $2,647-17.8% | $2,381-8.6% |
| Participant deferral / active EE | $4,995 | $2,566+94.6% | $3,835+30.2% | $3,470+44.0% |
| Admin fee / account holder | $2,468 | $3,198-22.8% | $4,848-49.1% | $4,887-49.5% |