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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 | $58,110 | $48,235+20.5% | $68,803-15.5% | $68,490-15.2% |
| Participation rate | 70.4% | 60.7%+9.7pp | 69.0%+1.3pp | 67.9%+2.5pp |
| Annual return | -16.91% | -12.70%-4.2pp | -6.37%-10.5pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,015 | $1,829-44.5% | $2,656-61.8% | $2,597-60.9% |
| Participant deferral / active EE | $2,892 | $2,867+0.9% | $3,942-26.6% | $4,028-28.2% |
| Admin fee / account holder | $894 | $4,361-79.5% | $4,936-81.9% | $5,403-83.4% |