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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 | $31,579 | $64,719-51.2% | $112,249-71.9% | $68,486-53.9% |
| Participation rate | 79.4% | 67.2%+12.3pp | 75.1%+4.4pp | 67.9%+11.5pp |
| Annual return | -19.23% | -11.40%-7.8pp | 27.48%-46.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,733 | $2,747-36.9% | $3,636-52.3% | $2,597-33.3% |
| Participant deferral / active EE | $3,409 | $3,565-4.4% | $4,729-27.9% | $4,028-15.3% |
| Admin fee / account holder | $3,033 | $5,232-42.0% | $6,412-52.7% | $5,404-43.9% |