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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 | $30,365 | $81,870-62.9% | $119,622-74.6% | $68,486-55.7% |
| Participation rate | 84.5% | 71.9%+12.6pp | 79.3%+5.3pp | 67.9%+16.6pp |
| Annual return | -16.99% | -23.82%+6.8pp | -14.98%-2.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,432 | $2,692+27.5% | $4,232-18.9% | $2,597+32.2% |
| Participant deferral / active EE | $5,580 | $4,148+34.5% | $5,601-0.4% | $4,028+38.6% |
| Admin fee / account holder | $8,680 | $6,583+31.8% | $10,328-16.0% | $5,404+60.6% |