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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 | $24,182 | $56,339-57.1% | $104,301-76.8% | $68,486-64.7% |
| Participation rate | 75.9% | 63.3%+12.6pp | 73.3%+2.6pp | 67.9%+8.0pp |
| Annual return | -8.87% | -9.19%+0.3pp | 24.61%-33.5pp | -7.85%-1.0pp |
| Employer contribution / active EE | $3,212 | $1,960+63.8% | $3,373-4.8% | $2,597+23.7% |
| Participant deferral / active EE | $7,367 | $3,077+139.4% | $4,626+59.3% | $4,028+82.9% |
| Admin fee / account holder | $691 | $4,902-85.9% | $7,340-90.6% | $5,404-87.2% |