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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 | $33,133 | $81,870-59.5% | $119,622-72.3% | $68,486-51.6% |
| Participation rate | 79.2% | 71.9%+7.3pp | 79.3%-0.1pp | 67.9%+11.3pp |
| Annual return | -17.29% | -23.82%+6.5pp | -14.98%-2.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,955 | $2,692-27.4% | $4,232-53.8% | $2,597-24.7% |
| Participant deferral / active EE | $2,890 | $4,148-30.3% | $5,601-48.4% | $4,028-28.3% |
| Admin fee / account holder | $590 | $6,583-91.0% | $10,328-94.3% | $5,404-89.1% |