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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 | $36,309 | $64,729-43.9% | $112,263-67.7% | $68,490-47.0% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -18.77% | -11.40%-7.4pp | 27.49%-46.3pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,992 | $2,746-27.4% | $3,636-45.2% | $2,597-23.3% |
| Participant deferral / active EE | $2,564 | $3,566-28.1% | $4,729-45.8% | $4,028-36.3% |
| Admin fee / account holder | $1,196 | $5,222-77.1% | $6,410-81.3% | $5,403-77.9% |