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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 | $42,293 | $64,729-34.7% | $112,263-62.3% | $68,490-38.2% |
| Participation rate | 78.1% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.2pp |
| Annual return | -13.31% | -11.40%-1.9pp | 27.49%-40.8pp | -7.85%-5.5pp |
| Employer contribution / active EE | $2,452 | $2,746-10.7% | $3,636-32.6% | $2,597-5.6% |
| Participant deferral / active EE | $2,564 | $3,566-28.1% | $4,729-45.8% | $4,028-36.4% |
| Admin fee / account holder | $8,956 | $5,222+71.5% | $6,410+39.7% | $5,403+65.8% |