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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 | $35,297 | $42,383-16.7% | $76,518-53.9% | $64,173-45.0% |
| Participation rate | 82.4% | 58.1%+24.2pp | 68.0%+14.4pp | 69.6%+12.8pp |
| Annual return | -4.81% | -16.54%+11.7pp | -0.27%-4.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $539 | $1,563-65.5% | $2,647-79.6% | $2,381-77.4% |
| Participant deferral / active EE | $3,279 | $2,566+27.8% | $3,836-14.5% | $3,470-5.5% |
| Admin fee / account holder | $1,823 | $3,198-43.0% | $4,849-62.4% | $4,887-62.7% |