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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 | $24,149 | $59,819-59.6% | $79,583-69.7% | $68,490-64.7% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -14.81% | -12.30%-2.5pp | 0.16%-15.0pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,240 | $1,505-17.6% | $2,414-48.6% | $2,597-52.2% |
| Participant deferral / active EE | $3,854 | $3,025+27.4% | $3,986-3.3% | $4,028-4.3% |
| Admin fee / account holder | $407 | $4,835-91.6% | $6,835-94.1% | $5,403-92.5% |