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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 | $34,992 | $48,235-27.5% | $68,803-49.1% | $68,490-48.9% |
| Participation rate | 72.4% | 60.7%+11.7pp | 69.0%+3.4pp | 67.9%+4.5pp |
| Annual return | -11.58% | -12.70%+1.1pp | -6.37%-5.2pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,348 | $1,829-26.3% | $2,656-49.2% | $2,597-48.1% |
| Participant deferral / active EE | $3,220 | $2,867+12.3% | $3,942-18.3% | $4,028-20.1% |
| Admin fee / account holder | $10,395 | $4,361+138.4% | $4,936+110.6% | $5,403+92.4% |