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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 | $34,291 | $73,863-53.6% | $143,797-76.2% | $68,490-49.9% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -17.68% | 0.91%-18.6pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,437 | $3,185-23.5% | $4,952-50.8% | $2,597-6.2% |
| Participant deferral / active EE | $3,259 | $3,385-3.7% | $5,638-42.2% | $4,028-19.1% |
| Admin fee / account holder | $3,902 | $5,756-32.2% | $14,679-73.4% | $5,403-27.8% |