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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 | $45,885 | $59,819-23.3% | $79,583-42.3% | $68,490-33.0% |
| Participation rate | 82.4% | 61.1%+21.4pp | 69.5%+12.9pp | 67.9%+14.5pp |
| Annual return | -8.42% | -12.30%+3.9pp | 0.16%-8.6pp | -7.85%-0.6pp |
| Employer contribution / active EE | $3,082 | $1,505+104.7% | $2,414+27.7% | $2,597+18.7% |
| Participant deferral / active EE | $4,091 | $3,025+35.3% | $3,986+2.7% | $4,028+1.6% |
| Admin fee / account holder | $1,359 | $4,835-71.9% | $6,835-80.1% | $5,403-74.8% |