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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 | $39,597 | $48,267-18.0% | $68,808-42.5% | $68,486-42.2% |
| Participation rate | 78.4% | 60.7%+17.7pp | 69.0%+9.4pp | 67.9%+10.5pp |
| Annual return | -13.99% | -12.70%-1.3pp | -6.37%-7.6pp | -7.85%-6.1pp |
| Employer contribution / active EE | $843 | $1,829-53.9% | $2,656-68.2% | $2,597-67.5% |
| Participant deferral / active EE | $2,234 | $2,867-22.1% | $3,942-43.3% | $4,028-44.5% |
| Admin fee / account holder | $3,800 | $4,362-12.9% | $4,936-23.0% | $5,404-29.7% |