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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 | $35,948 | $46,689-23.0% | $117,498-69.4% | $68,495-47.5% |
| Participation rate | 76.5% | 56.8%+19.7pp | 70.6%+5.9pp | 67.9%+8.6pp |
| Annual return | -18.04% | -14.52%-3.5pp | 29.75%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,372 | $1,505-8.8% | $4,178-67.2% | $2,596-47.2% |
| Participant deferral / active EE | $2,726 | $2,637+3.4% | $4,071-33.0% | $4,028-32.3% |
| Admin fee / account holder | $382 | $4,021-90.5% | $5,646-93.2% | $5,403-92.9% |