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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 | $49,931 | $42,910+16.4% | $60,919-18.0% | $68,490-27.1% |
| Participation rate | 70.6% | 66.8%+3.8pp | 73.1%-2.5pp | 67.9%+2.7pp |
| Annual return | -15.37% | -13.99%-1.4pp | 16.96%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,168 | $1,978-40.9% | $2,704-56.8% | $2,597-55.0% |
| Participant deferral / active EE | $5,070 | $2,866+76.9% | $3,814+32.9% | $4,028+25.9% |
| Admin fee / account holder | $423 | $3,104-86.4% | $3,228-86.9% | $5,403-92.2% |