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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 | $19,101 | $64,729-70.5% | $112,263-83.0% | $68,490-72.1% |
| Participation rate | 95.2% | 67.2%+28.0pp | 75.1%+20.1pp | 67.9%+27.3pp |
| Annual return | -7.06% | -11.40%+4.3pp | 27.49%-34.6pp | -7.85%+0.8pp |
| Employer contribution / active EE | $2,212 | $2,746-19.4% | $3,636-39.2% | $2,597-14.8% |
| Participant deferral / active EE | $4,471 | $3,566+25.4% | $4,729-5.5% | $4,028+11.0% |
| Admin fee / account holder | $580 | $5,222-88.9% | $6,410-91.0% | $5,403-89.3% |