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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 | $33,095 | $59,813-44.7% | $79,580-58.4% | $68,486-51.7% |
| Participation rate | 75.6% | 61.1%+14.5pp | 69.5%+6.1pp | 67.9%+7.7pp |
| Annual return | -16.63% | -12.30%-4.3pp | 0.15%-16.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,441 | $1,505-4.3% | $2,413-40.3% | $2,597-44.5% |
| Participant deferral / active EE | $3,545 | $3,024+17.2% | $3,985-11.1% | $4,028-12.0% |
| Admin fee / account holder | $1,040 | $4,835-78.5% | $6,835-84.8% | $5,404-80.8% |