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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 | $34,232 | $42,910-20.2% | $60,919-43.8% | $68,490-50.0% |
| Participation rate | 89.1% | 66.8%+22.4pp | 73.1%+16.0pp | 67.9%+21.2pp |
| Annual return | -17.95% | -13.99%-4.0pp | 16.96%-34.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,262 | $1,978-36.2% | $2,704-53.3% | $2,597-51.4% |
| Participant deferral / active EE | $7,127 | $2,866+148.7% | $3,814+86.9% | $4,028+77.0% |
| Admin fee / account holder | $7,680 | $3,104+147.4% | $3,228+138.0% | $5,403+42.2% |