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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 | $30,106 | $45,872-34.4% | $77,100-61.0% | $68,490-56.0% |
| Participation rate | 89.7% | 55.9%+33.7pp | 67.9%+21.7pp | 67.9%+21.8pp |
| Annual return | -15.93% | 1.73%-17.7pp | 42.35%-58.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,597 | $1,650+57.4% | $2,815-7.8% | $2,5970% |
| Participant deferral / active EE | $4,902 | $2,963+65.4% | $4,430+10.7% | $4,028+21.7% |
| Admin fee / account holder | $578 | $3,041-81.0% | $5,443-89.4% | $5,403-89.3% |