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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 | $38,645 | $71,878-46.2% | $86,698-55.4% | $68,486-43.6% |
| Participation rate | 74.3% | 72.2%+2.0pp | 76.6%-2.3pp | 67.9%+6.4pp |
| Annual return | -14.79% | 3.53%-18.3pp | 35.95%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,189 | $2,173-45.3% | $2,837-58.1% | $2,597-54.2% |
| Participant deferral / active EE | $2,375 | $3,779-37.2% | $4,656-49.0% | $4,028-41.0% |
| Admin fee / account holder | $4,702 | $6,113-23.1% | $7,493-37.2% | $5,404-13.0% |