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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 | $29,913 | $71,873-58.4% | $86,698-65.5% | $68,490-56.3% |
| Participation rate | 79.3% | 72.2%+7.1pp | 76.6%+2.7pp | 67.9%+11.4pp |
| Annual return | -9.43% | 3.54%-13.0pp | 35.96%-45.4pp | -7.85%-1.6pp |
| Employer contribution / active EE | $1,695 | $2,173-22.0% | $2,837-40.2% | $2,597-34.7% |
| Participant deferral / active EE | $2,878 | $3,779-23.8% | $4,656-38.2% | $4,028-28.5% |
| Admin fee / account holder | $320 | $6,110-94.8% | $7,492-95.7% | $5,403-94.1% |