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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 | $29,162 | $71,878-59.4% | $86,698-66.4% | $68,486-57.4% |
| Participation rate | 87.0% | 72.2%+14.7pp | 76.6%+10.4pp | 67.9%+19.1pp |
| Annual return | -13.20% | 3.53%-16.7pp | 35.95%-49.2pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,756 | $2,173-19.2% | $2,837-38.1% | $2,597-32.4% |
| Participant deferral / active EE | $6,741 | $3,779+78.4% | $4,656+44.8% | $4,028+67.4% |
| Admin fee / account holder | $813 | $6,113-86.7% | $7,493-89.1% | $5,404-85.0% |