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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 | $41,866 | $71,878-41.8% | $86,698-51.7% | $68,486-38.9% |
| Participation rate | 83.7% | 72.2%+11.5pp | 76.6%+7.1pp | 67.9%+15.8pp |
| Annual return | -15.41% | 3.53%-18.9pp | 35.95%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,190 | $2,173+0.8% | $2,837-22.8% | $2,597-15.6% |
| Participant deferral / active EE | $2,722 | $3,779-28.0% | $4,656-41.5% | $4,028-32.4% |
| Admin fee / account holder | $8,795 | $6,113+43.9% | $7,493+17.4% | $5,404+62.8% |