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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 | $45,187 | $81,870-44.8% | $119,634-62.2% | $68,490-34.0% |
| Participation rate | 81.0% | 71.9%+9.1pp | 79.3%+1.7pp | 67.9%+13.1pp |
| Annual return | -16.51% | -23.82%+7.3pp | -14.98%-1.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,738 | $2,692+1.7% | $4,232-35.3% | $2,597+5.5% |
| Participant deferral / active EE | $4,771 | $4,148+15.0% | $5,601-14.8% | $4,028+18.5% |
| Admin fee / account holder | $7,075 | $6,583+7.5% | $10,329-31.5% | $5,403+30.9% |