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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 | $35,032 | $81,870-57.2% | $119,622-70.7% | $68,486-48.8% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.1pp | 67.9%+10.2pp |
| Annual return | -15.26% | -23.82%+8.6pp | -14.98%-0.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,067 | $2,692-60.4% | $4,232-74.8% | $2,597-58.9% |
| Participant deferral / active EE | $4,498 | $4,148+8.4% | $5,601-19.7% | $4,028+11.7% |
| Admin fee / account holder | $4,669 | $6,583-29.1% | $10,328-54.8% | $5,404-13.6% |