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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 | $40,738 | $56,339-27.7% | $104,299-60.9% | $68,490-40.5% |
| Participation rate | 83.3% | 63.3%+20.1pp | 73.3%+10.1pp | 67.9%+15.4pp |
| Annual return | -12.55% | -9.19%-3.4pp | 24.62%-37.2pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,691 | $1,960+37.3% | $3,373-20.2% | $2,597+3.6% |
| Participant deferral / active EE | $6,424 | $3,077+108.7% | $4,626+38.9% | $4,028+59.5% |
| Admin fee / account holder | $2,937 | $4,902-40.1% | $7,339-60.0% | $5,403-45.6% |