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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 | $31,556 | $59,819-47.2% | $79,583-60.3% | $68,490-53.9% |
| Participation rate | 76.4% | 61.1%+15.3pp | 69.5%+6.9pp | 67.9%+8.5pp |
| Annual return | -15.71% | -12.30%-3.4pp | 0.16%-15.9pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,515 | $1,505+67.0% | $2,414+4.2% | $2,597-3.2% |
| Participant deferral / active EE | $4,992 | $3,025+65.0% | $3,986+25.2% | $4,028+23.9% |
| Admin fee / account holder | $2,208 | $4,835-54.3% | $6,835-67.7% | $5,403-59.1% |