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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 | $35,490 | $42,383-16.3% | $76,518-53.6% | $64,173-44.7% |
| Participation rate | 71.4% | 58.1%+13.3pp | 68.0%+3.4pp | 69.6%+1.9pp |
| Annual return | -5.91% | -16.54%+10.6pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,220 | $1,563-21.9% | $2,647-53.9% | $2,381-48.7% |
| Participant deferral / active EE | $1,588 | $2,566-38.1% | $3,836-58.6% | $3,470-54.2% |
| Admin fee / account holder | $1,462 | $3,198-54.3% | $4,849-69.9% | $4,887-70.1% |