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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 | $34,925 | $73,009-52.2% | $90,760-61.5% | $68,486-49.0% |
| Participation rate | 79.1% | 70.8%+8.2pp | 75.7%+3.4pp | 67.9%+11.2pp |
| Annual return | -15.34% | -13.81%-1.5pp | -12.16%-3.2pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,283 | $2,193-41.5% | $2,922-56.1% | $2,597-50.6% |
| Participant deferral / active EE | $2,832 | $3,626-21.9% | $4,565-38.0% | $4,028-29.7% |
| Admin fee / account holder | $347 | $5,896-94.1% | $8,444-95.9% | $5,404-93.6% |