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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 | $28,715 | $48,235-40.5% | $68,803-58.3% | $68,490-58.1% |
| Participation rate | 91.2% | 60.7%+30.5pp | 69.0%+22.2pp | 67.9%+23.3pp |
| Annual return | -16.48% | -12.70%-3.8pp | -6.37%-10.1pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,373 | $1,829+29.8% | $2,656-10.6% | $2,597-8.6% |
| Participant deferral / active EE | $4,611 | $2,867+60.8% | $3,942+17.0% | $4,028+14.5% |
| Admin fee / account holder | $782 | $4,361-82.1% | $4,936-84.1% | $5,403-85.5% |