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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 | $48,969 | $71,878-31.9% | $86,698-43.5% | $68,486-28.5% |
| Participation rate | 86.1% | 72.2%+13.8pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -17.95% | 3.53%-21.5pp | 35.95%-53.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,370 | $2,173+9.0% | $2,837-16.5% | $2,597-8.7% |
| Participant deferral / active EE | $3,961 | $3,779+4.8% | $4,656-14.9% | $4,028-1.6% |
| Admin fee / account holder | $2,104 | $6,113-65.6% | $7,493-71.9% | $5,404-61.1% |