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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 | $34,821 | $46,689-25.4% | $117,498-70.4% | $68,495-49.2% |
| Participation rate | 80.0% | 56.8%+23.2pp | 70.6%+9.4pp | 67.9%+12.1pp |
| Annual return | -18.15% | -14.52%-3.6pp | 29.75%-47.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,430 | $1,505+61.5% | $4,178-41.8% | $2,596-6.4% |
| Participant deferral / active EE | $6,116 | $2,637+131.9% | $4,071+50.2% | $4,028+51.9% |
| Admin fee / account holder | $1,508 | $4,021-62.5% | $5,646-73.3% | $5,403-72.1% |