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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 | $41,024 | $73,019-43.8% | $90,766-54.8% | $68,490-40.1% |
| Participation rate | 81.3% | 70.8%+10.4pp | 75.7%+5.6pp | 67.9%+13.4pp |
| Annual return | -10.92% | -13.81%+2.9pp | -12.16%+1.2pp | -7.85%-3.1pp |
| Employer contribution / active EE | $888 | $2,193-59.5% | $2,922-69.6% | $2,597-65.8% |
| Participant deferral / active EE | $1,760 | $3,626-51.5% | $4,565-61.4% | $4,028-56.3% |
| Admin fee / account holder | $2,180 | $5,897-63.0% | $8,446-74.2% | $5,403-59.7% |