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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 | $51,629 | $56,339-8.4% | $104,301-50.5% | $68,486-24.6% |
| Participation rate | 83.8% | 63.3%+20.5pp | 73.3%+10.5pp | 67.9%+15.9pp |
| Annual return | -11.26% | -9.19%-2.1pp | 24.61%-35.9pp | -7.85%-3.4pp |
| Employer contribution / active EE | $592 | $1,960-69.8% | $3,373-82.4% | $2,597-77.2% |
| Participant deferral / active EE | $2,445 | $3,077-20.5% | $4,626-47.1% | $4,028-39.3% |
| Admin fee / account holder | $2,233 | $4,902-54.4% | $7,340-69.6% | $5,404-58.7% |