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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 | $37,887 | $71,872-47.3% | $86,691-56.3% | $68,495-44.7% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -15.13% | 3.53%-18.7pp | 35.94%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,868 | $2,173-14.1% | $2,837-34.2% | $2,596-28.1% |
| Participant deferral / active EE | $4,527 | $3,779+19.8% | $4,656-2.8% | $4,028+12.4% |
| Admin fee / account holder | $2,257 | $6,112-63.1% | $7,492-69.9% | $5,403-58.2% |