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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 | $37,578 | $59,819-37.2% | $79,583-52.8% | $68,490-45.1% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | -14.23% | -12.30%-1.9pp | 0.16%-14.4pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,332 | $1,505+54.9% | $2,414-3.4% | $2,597-10.2% |
| Participant deferral / active EE | $4,666 | $3,025+54.3% | $3,986+17.1% | $4,028+15.8% |
| Admin fee / account holder | $2,017 | $4,835-58.3% | $6,835-70.5% | $5,403-62.7% |