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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 | $34,795 | $81,870-57.5% | $119,634-70.9% | $68,490-49.2% |
| Participation rate | 77.1% | 71.9%+5.2pp | 79.3%-2.1pp | 67.9%+9.2pp |
| Annual return | -16.75% | -23.82%+7.1pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $839 | $2,692-68.8% | $4,232-80.2% | $2,597-67.7% |
| Participant deferral / active EE | $2,924 | $4,148-29.5% | $5,601-47.8% | $4,028-27.4% |
| Admin fee / account holder | $6,707 | $6,583+1.9% | $10,329-35.1% | $5,403+24.1% |