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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 | $29,489 | $64,719-54.4% | $112,249-73.7% | $68,486-56.9% |
| Participation rate | 81.2% | 67.2%+14.0pp | 75.1%+6.1pp | 67.9%+13.3pp |
| Annual return | -16.61% | -11.40%-5.2pp | 27.48%-44.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,812 | $2,747-34.0% | $3,636-50.2% | $2,597-30.2% |
| Participant deferral / active EE | $1,955 | $3,565-45.2% | $4,729-58.7% | $4,028-51.5% |
| Admin fee / account holder | $6,628 | $5,232+26.7% | $6,412+3.4% | $5,404+22.6% |