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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 | $44,365 | $64,729-31.5% | $112,263-60.5% | $68,490-35.2% |
| Participation rate | 72.1% | 67.2%+4.9pp | 75.1%-3.0pp | 67.9%+4.2pp |
| Annual return | -6.51% | -11.40%+4.9pp | 27.49%-34.0pp | -7.85%+1.3pp |
| Employer contribution / active EE | $2,030 | $2,746-26.1% | $3,636-44.2% | $2,597-21.8% |
| Participant deferral / active EE | $6,241 | $3,566+75.0% | $4,729+32.0% | $4,028+54.9% |
| Admin fee / account holder | $4,957 | $5,222-5.1% | $6,410-22.7% | $5,403-8.2% |