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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 | $38,326 | $42,917-10.7% | $60,899-37.1% | $68,495-44.0% |
| Participation rate | 83.8% | 66.8%+17.0pp | 73.1%+10.7pp | 67.9%+15.9pp |
| Annual return | -16.83% | -13.99%-2.8pp | 16.92%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $919 | $1,979-53.6% | $2,702-66.0% | $2,596-64.6% |
| Participant deferral / active EE | $4,363 | $2,867+52.2% | $3,817+14.3% | $4,028+8.3% |
| Admin fee / account holder | $5,270 | $3,102+69.9% | $3,225+63.4% | $5,403-2.5% |