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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 | $54,518 | $71,872-24.1% | $86,691-37.1% | $68,495-20.4% |
| Participation rate | 74.3% | 72.2%+2.0pp | 76.6%-2.3pp | 67.9%+6.4pp |
| Annual return | -11.99% | 3.53%-15.5pp | 35.94%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,067 | $2,173-50.9% | $2,837-62.4% | $2,596-58.9% |
| Participant deferral / active EE | $2,834 | $3,779-25.0% | $4,656-39.1% | $4,028-29.6% |
| Admin fee / account holder | $2,323 | $6,112-62.0% | $7,492-69.0% | $5,403-57.0% |