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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 | $33,897 | $71,873-52.8% | $86,698-60.9% | $68,490-50.5% |
| Participation rate | 90.6% | 72.2%+18.4pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -17.62% | 3.54%-21.2pp | 35.96%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,815 | $2,173-16.5% | $2,837-36.0% | $2,597-30.1% |
| Participant deferral / active EE | $5,379 | $3,779+42.3% | $4,656+15.5% | $4,028+33.5% |
| Admin fee / account holder | $4,100 | $6,110-32.9% | $7,492-45.3% | $5,403-24.1% |