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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 | $34,949 | $71,873-51.4% | $86,698-59.7% | $68,490-49.0% |
| Participation rate | 76.1% | 72.2%+3.8pp | 76.6%-0.5pp | 67.9%+8.2pp |
| Annual return | -17.93% | 3.54%-21.5pp | 35.96%-53.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,050 | $2,173-51.7% | $2,837-63.0% | $2,597-59.6% |
| Participant deferral / active EE | $2,841 | $3,779-24.8% | $4,656-39.0% | $4,028-29.5% |
| Admin fee / account holder | $1,972 | $6,110-67.7% | $7,492-73.7% | $5,403-63.5% |