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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 | $49,386 | $73,009-32.4% | $90,760-45.6% | $68,486-27.9% |
| Participation rate | 82.3% | 70.8%+11.5pp | 75.7%+6.6pp | 67.9%+14.4pp |
| Annual return | -12.81% | -13.81%+1.0pp | -12.16%-0.7pp | -7.85%-5.0pp |
| Employer contribution / active EE | $792 | $2,193-63.9% | $2,922-72.9% | $2,597-69.5% |
| Participant deferral / active EE | $5,336 | $3,626+47.2% | $4,565+16.9% | $4,028+32.5% |
| Admin fee / account holder | $4,702 | $5,896-20.2% | $8,444-44.3% | $5,404-13.0% |