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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 | $19,352 | $73,839-73.8% | $143,788-86.5% | $68,495-71.7% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -10.01% | 1.01%-11.0pp | -0.03%-10.0pp | -7.84%-2.2pp |
| Employer contribution / active EE | $775 | $3,184-75.7% | $4,952-84.4% | $2,596-70.2% |
| Participant deferral / active EE | $2,778 | $3,384-17.9% | $5,638-50.7% | $4,028-31.0% |
| Admin fee / account holder | $2,623 | $5,755-54.4% | $14,675-82.1% | $5,403-51.5% |