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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 | $34,006 | $59,819-43.2% | $79,583-57.3% | $68,490-50.3% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -12.85% | -12.30%-0.6pp | 0.16%-13.0pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,014 | $1,505+33.8% | $2,414-16.6% | $2,597-22.4% |
| Participant deferral / active EE | $2,223 | $3,025-26.5% | $3,986-44.2% | $4,028-44.8% |
| Admin fee / account holder | $1,115 | $4,835-76.9% | $6,835-83.7% | $5,403-79.4% |