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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 | $29,859 | $64,719-53.9% | $112,249-73.4% | $68,486-56.4% |
| Participation rate | 82.2% | 67.2%+15.1pp | 75.1%+7.2pp | 67.9%+14.3pp |
| Annual return | -16.22% | -11.40%-4.8pp | 27.48%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,541 | $2,747-7.5% | $3,636-30.1% | $2,597-2.1% |
| Participant deferral / active EE | $5,152 | $3,565+44.5% | $4,729+8.9% | $4,028+27.9% |
| Admin fee / account holder | $3,218 | $5,232-38.5% | $6,412-49.8% | $5,404-40.4% |