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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 | $32,511 | $64,729-49.8% | $112,263-71.0% | $68,490-52.5% |
| Participation rate | 76.2% | 67.2%+9.0pp | 75.1%+1.1pp | 67.9%+8.3pp |
| Annual return | -15.41% | -11.40%-4.0pp | 27.49%-42.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,122 | $2,746-22.7% | $3,636-41.6% | $2,597-18.3% |
| Participant deferral / active EE | $2,265 | $3,566-36.5% | $4,729-52.1% | $4,028-43.8% |
| Admin fee / account holder | $2,443 | $5,222-53.2% | $6,410-61.9% | $5,403-54.8% |