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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 | $47,953 | $64,716-25.9% | $112,258-57.3% | $68,495-30.0% |
| Participation rate | 76.5% | 67.2%+9.3pp | 75.1%+1.4pp | 67.9%+8.6pp |
| Annual return | -17.16% | -11.40%-5.8pp | 27.47%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,279 | $2,746+19.4% | $3,636-9.8% | $2,596+26.3% |
| Participant deferral / active EE | $2,212 | $3,565-38.0% | $4,728-53.2% | $4,028-45.1% |
| Admin fee / account holder | $747 | $5,232-85.7% | $6,411-88.3% | $5,403-86.2% |