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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 | $32,620 | $64,719-49.6% | $112,249-70.9% | $68,486-52.4% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -16.48% | -11.40%-5.1pp | 27.48%-44.0pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,135 | $2,747-58.7% | $3,636-68.8% | $2,597-56.3% |
| Participant deferral / active EE | $1,984 | $3,565-44.4% | $4,729-58.1% | $4,028-50.7% |
| Admin fee / account holder | $2,375 | $5,232-54.6% | $6,412-63.0% | $5,404-56.1% |