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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 | $58,811 | $71,872-18.2% | $86,691-32.2% | $68,495-14.1% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -13.86% | 3.53%-17.4pp | 35.94%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $680 | $2,173-68.7% | $2,837-76.0% | $2,596-73.8% |
| Participant deferral / active EE | $3,792 | $3,779+0.4% | $4,656-18.6% | $4,028-5.8% |
| Admin fee / account holder | $471 | $6,112-92.3% | $7,492-93.7% | $5,403-91.3% |