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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 | $34,763 | $110,083-68.4% | $151,639-77.1% | $68,486-49.2% |
| Participation rate | 79.2% | 84.0%-4.7pp | 87.5%-8.2pp | 67.9%+11.4pp |
| Annual return | -16.08% | -10.12%-6.0pp | 3.34%-19.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,540 | $4,470-65.5% | $6,165-75.0% | $2,597-40.7% |
| Participant deferral / active EE | $5,725 | $6,526-12.3% | $8,363-31.5% | $4,028+42.1% |
| Admin fee / account holder | $8,018 | $7,718+3.9% | $11,613-31.0% | $5,404+48.4% |