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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 | $39,594 | $73,863-46.4% | $143,797-72.5% | $68,490-42.2% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -18.95% | 0.91%-19.9pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,878 | $3,185-41.0% | $4,952-62.1% | $2,597-27.7% |
| Participant deferral / active EE | $4,166 | $3,385+23.1% | $5,638-26.1% | $4,028+3.4% |
| Admin fee / account holder | $2,720 | $5,756-52.7% | $14,679-81.5% | $5,403-49.7% |