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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 | $33,541 | $64,719-48.2% | $112,249-70.1% | $68,486-51.0% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -12.69% | -11.40%-1.3pp | 27.48%-40.2pp | -7.85%-4.8pp |
| Employer contribution / active EE | $2,813 | $2,747+2.4% | $3,636-22.6% | $2,597+8.3% |
| Participant deferral / active EE | $4,374 | $3,565+22.7% | $4,729-7.5% | $4,028+8.6% |
| Admin fee / account holder | $430 | $5,232-91.8% | $6,412-93.3% | $5,404-92.0% |