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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 | $35,043 | $71,872-51.2% | $86,691-59.6% | $68,495-48.8% |
| Participation rate | 76.3% | 72.2%+4.1pp | 76.6%-0.3pp | 67.9%+8.4pp |
| Annual return | -17.69% | 3.53%-21.2pp | 35.94%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $668 | $2,173-69.3% | $2,837-76.5% | $2,596-74.3% |
| Participant deferral / active EE | $3,234 | $3,779-14.4% | $4,656-30.5% | $4,028-19.7% |
| Admin fee / account holder | $1,749 | $6,112-71.4% | $7,492-76.7% | $5,403-67.6% |