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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 | $45,352 | $64,719-29.9% | $112,249-59.6% | $68,486-33.8% |
| Participation rate | 70.1% | 67.2%+3.0pp | 75.1%-4.9pp | 67.9%+2.3pp |
| Annual return | -14.95% | -11.40%-3.6pp | 27.48%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,393 | $2,747-12.9% | $3,636-34.2% | $2,597-7.8% |
| Participant deferral / active EE | $5,389 | $3,565+51.2% | $4,729+14.0% | $4,028+33.8% |
| Admin fee / account holder | $2,957 | $5,232-43.5% | $6,412-53.9% | $5,404-45.3% |