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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 | $52,791 | $81,870-35.5% | $119,634-55.9% | $68,490-22.9% |
| Participation rate | 93.6% | 71.9%+21.7pp | 79.3%+14.3pp | 67.9%+25.7pp |
| Annual return | -13.52% | -23.82%+10.3pp | -14.98%+1.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,503 | $2,692-44.2% | $4,232-64.5% | $2,597-42.1% |
| Participant deferral / active EE | $3,605 | $4,148-13.1% | $5,601-35.6% | $4,028-10.5% |
| Admin fee / account holder | $734 | $6,583-88.8% | $10,329-92.9% | $5,403-86.4% |