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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 | $28,783 | $71,878-60.0% | $86,698-66.8% | $68,486-58.0% |
| Participation rate | 79.2% | 72.2%+7.0pp | 76.6%+2.7pp | 67.9%+11.4pp |
| Annual return | -13.82% | 3.53%-17.4pp | 35.95%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,536 | $2,173-29.3% | $2,837-45.8% | $2,597-40.8% |
| Participant deferral / active EE | $4,031 | $3,779+6.7% | $4,656-13.4% | $4,028+0.1% |
| Admin fee / account holder | $978 | $6,113-84.0% | $7,493-87.0% | $5,404-81.9% |