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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 | $35,812 | $59,813-40.1% | $79,580-55.0% | $68,486-47.7% |
| Participation rate | 70.3% | 61.1%+9.2pp | 69.5%+0.8pp | 67.9%+2.4pp |
| Annual return | -18.39% | -12.30%-6.1pp | 0.15%-18.5pp | -7.85%-10.5pp |
| Employer contribution / active EE | $534 | $1,505-64.5% | $2,413-77.9% | $2,597-79.4% |
| Participant deferral / active EE | $3,678 | $3,024+21.6% | $3,985-7.7% | $4,028-8.7% |
| Admin fee / account holder | $1,332 | $4,835-72.4% | $6,835-80.5% | $5,404-75.3% |