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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 | $48,356 | $71,873-32.7% | $86,698-44.2% | $68,490-29.4% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -16.63% | 3.54%-20.2pp | 35.96%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,298 | $2,173+5.8% | $2,837-19.0% | $2,597-11.5% |
| Participant deferral / active EE | $4,267 | $3,779+12.9% | $4,656-8.4% | $4,028+5.9% |
| Admin fee / account holder | $3,408 | $6,110-44.2% | $7,492-54.5% | $5,403-36.9% |