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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 | $16,626 | $46,697-64.4% | $117,533-85.9% | $68,486-75.7% |
| Participation rate | 71.9% | 56.8%+15.1pp | 70.6%+1.3pp | 67.9%+4.0pp |
| Annual return | -14.08% | -14.52%+0.4pp | 29.77%-43.8pp | -7.85%-6.2pp |
| Employer contribution / active EE | $861 | $1,506-42.8% | $4,179-79.4% | $2,597-66.9% |
| Participant deferral / active EE | $1,102 | $2,637-58.2% | $4,072-72.9% | $4,028-72.6% |
| Admin fee / account holder | $3,347 | $4,023-16.8% | $5,647-40.7% | $5,404-38.1% |