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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 | $57,762 | $110,083-47.5% | $151,645-61.9% | $68,490-15.7% |
| Participation rate | 81.6% | 84.0%-2.3pp | 87.5%-5.9pp | 67.9%+13.7pp |
| Annual return | -12.72% | -10.12%-2.6pp | 3.34%-16.1pp | -7.85%-4.9pp |
| Employer contribution / active EE | $3,726 | $4,470-16.6% | $6,165-39.6% | $2,597+43.5% |
| Participant deferral / active EE | $6,267 | $6,526-4.0% | $8,363-25.1% | $4,028+55.6% |
| Admin fee / account holder | $7,988 | $7,718+3.5% | $11,614-31.2% | $5,403+47.8% |