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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 | $39,206 | $59,813-34.5% | $79,580-50.7% | $68,486-42.8% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.5%+1.9pp | 67.9%+3.5pp |
| Annual return | -14.37% | -12.30%-2.1pp | 0.15%-14.5pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,180 | $1,505-21.6% | $2,413-51.1% | $2,597-54.6% |
| Participant deferral / active EE | $3,104 | $3,024+2.6% | $3,985-22.1% | $4,028-22.9% |
| Admin fee / account holder | $1,070 | $4,835-77.9% | $6,835-84.4% | $5,404-80.2% |