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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 | $37,379 | $73,863-49.4% | $143,797-74.0% | $68,490-45.4% |
| Participation rate | 78.0% | 66.7%+11.3pp | 80.3%-2.3pp | 67.9%+10.1pp |
| Annual return | -10.94% | 0.91%-11.9pp | -0.04%-10.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $2,174 | $3,185-31.8% | $4,952-56.1% | $2,597-16.3% |
| Participant deferral / active EE | $3,964 | $3,385+17.1% | $5,638-29.7% | $4,028-1.6% |
| Admin fee / account holder | $537 | $5,756-90.7% | $14,679-96.3% | $5,403-90.1% |