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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 | $33,894 | $64,729-47.6% | $112,263-69.8% | $68,490-50.5% |
| Participation rate | 82.1% | 67.2%+14.9pp | 75.1%+7.0pp | 67.9%+14.2pp |
| Annual return | -8.60% | -11.40%+2.8pp | 27.49%-36.1pp | -7.85%-0.7pp |
| Employer contribution / active EE | $1,789 | $2,746-34.9% | $3,636-50.8% | $2,597-31.1% |
| Participant deferral / active EE | $2,863 | $3,566-19.7% | $4,729-39.5% | $4,028-28.9% |
| Admin fee / account holder | $7,348 | $5,222+40.7% | $6,410+14.6% | $5,403+36.0% |