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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 | $34,838 | $64,729-46.2% | $112,263-69.0% | $68,490-49.1% |
| Participation rate | 75.9% | 67.2%+8.7pp | 75.1%+0.8pp | 67.9%+8.0pp |
| Annual return | -19.10% | -11.40%-7.7pp | 27.49%-46.6pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,968 | $2,746-28.3% | $3,636-45.9% | $2,597-24.2% |
| Participant deferral / active EE | $5,346 | $3,566+49.9% | $4,729+13.0% | $4,028+32.7% |
| Admin fee / account holder | $712 | $5,222-86.4% | $6,410-88.9% | $5,403-86.8% |