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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 | $38,482 | $64,719-40.5% | $112,249-65.7% | $68,486-43.8% |
| Participation rate | 76.2% | 67.2%+9.0pp | 75.1%+1.1pp | 67.9%+8.3pp |
| Annual return | -9.30% | -11.40%+2.1pp | 27.48%-36.8pp | -7.85%-1.4pp |
| Employer contribution / active EE | $1,035 | $2,747-62.3% | $3,636-71.5% | $2,597-60.2% |
| Participant deferral / active EE | $3,060 | $3,565-14.2% | $4,729-35.3% | $4,028-24.0% |
| Admin fee / account holder | $624 | $5,232-88.1% | $6,412-90.3% | $5,404-88.4% |