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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 | $33,367 | $77,817-57.1% | $123,553-73.0% | $64,173-48.0% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.8pp |
| Annual return | -7.57% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,961 | $3,014-34.9% | $4,628-57.6% | $2,381-17.6% |
| Participant deferral / active EE | $3,782 | $5,240-27.8% | $6,426-41.1% | $3,470+9.0% |
| Admin fee / account holder | $443 | $5,519-92.0% | $9,284-95.2% | $4,887-90.9% |