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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 | $24,339 | $48,267-49.6% | $68,808-64.6% | $68,486-64.5% |
| Participation rate | 78.6% | 60.7%+17.9pp | 69.0%+9.6pp | 67.9%+10.7pp |
| Annual return | -7.84% | -12.70%+4.9pp | -6.37%-1.5pp | -7.85%0pp |
| Employer contribution / active EE | $2,478 | $1,829+35.5% | $2,656-6.7% | $2,597-4.6% |
| Participant deferral / active EE | $2,786 | $2,867-2.8% | $3,942-29.3% | $4,028-30.8% |
| Admin fee / account holder | $3,177 | $4,362-27.2% | $4,936-35.6% | $5,404-41.2% |