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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 | $41,046 | $64,729-36.6% | $112,263-63.4% | $68,490-40.1% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -19.35% | -11.40%-7.9pp | 27.49%-46.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,584 | $2,746-42.3% | $3,636-56.4% | $2,597-39.0% |
| Participant deferral / active EE | $4,010 | $3,566+12.5% | $4,729-15.2% | $4,028-0.4% |
| Admin fee / account holder | $774 | $5,222-85.2% | $6,410-87.9% | $5,403-85.7% |