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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 | $34,512 | $77,816-55.6% | $123,552-72.1% | $64,173-46.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -4.92% | 12.49%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,176 | $3,014-61.0% | $4,628-74.6% | $2,381-50.6% |
| Participant deferral / active EE | $2,291 | $5,240-56.3% | $6,426-64.3% | $3,470-34.0% |
| Admin fee / account holder | $2,146 | $5,519-61.1% | $9,285-76.9% | $4,887-56.1% |