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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 | $44,229 | $83,427-47.0% | $115,756-61.8% | $68,486-35.4% |
| Participation rate | 87.0% | 71.9%+15.1pp | 77.1%+9.9pp | 67.9%+19.1pp |
| Annual return | -18.18% | -10.95%-7.2pp | 143.14%-161.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,201 | $3,075+4.1% | $3,793-15.6% | $2,597+23.3% |
| Participant deferral / active EE | $5,090 | $5,355-5.0% | $6,254-18.6% | $4,028+26.4% |
| Admin fee / account holder | $4,069 | $5,708-28.7% | $8,124-49.9% | $5,404-24.7% |