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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 | $36,578 | $64,729-43.5% | $112,263-67.4% | $68,490-46.6% |
| Participation rate | 90.8% | 67.2%+23.6pp | 75.1%+15.7pp | 67.9%+22.9pp |
| Annual return | -17.81% | -11.40%-6.4pp | 27.49%-45.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,706 | $2,746-1.5% | $3,636-25.6% | $2,597+4.2% |
| Participant deferral / active EE | $2,787 | $3,566-21.8% | $4,729-41.1% | $4,028-30.8% |
| Admin fee / account holder | $5,318 | $5,222+1.8% | $6,410-17.0% | $5,403-1.6% |