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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 | $36,699 | $81,870-55.2% | $119,622-69.3% | $68,486-46.4% |
| Participation rate | 83.9% | 71.9%+12.0pp | 79.3%+4.6pp | 67.9%+16.0pp |
| Annual return | -18.13% | -23.82%+5.7pp | -14.98%-3.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,766 | $2,692-34.4% | $4,232-58.3% | $2,597-32.0% |
| Participant deferral / active EE | $3,112 | $4,148-25.0% | $5,601-44.4% | $4,028-22.7% |
| Admin fee / account holder | $5,684 | $6,583-13.7% | $10,328-45.0% | $5,404+5.2% |