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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 | $29,746 | $64,716-54.0% | $112,258-73.5% | $68,495-56.6% |
| Participation rate | 77.1% | 67.2%+9.9pp | 75.1%+2.0pp | 67.9%+9.2pp |
| Annual return | -17.13% | -11.40%-5.7pp | 27.47%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,113 | $2,746-23.1% | $3,636-41.9% | $2,596-18.6% |
| Participant deferral / active EE | $3,485 | $3,565-2.2% | $4,728-26.3% | $4,028-13.5% |
| Admin fee / account holder | $8,662 | $5,232+65.6% | $6,411+35.1% | $5,403+60.3% |