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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 | $11,390 | $42,909-73.5% | $60,906-81.3% | $68,486-83.4% |
| Participation rate | 78.6% | 66.8%+11.8pp | 73.1%+5.5pp | 67.9%+10.7pp |
| Annual return | -15.20% | -13.99%-1.2pp | 16.94%-32.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $681 | $1,979-65.6% | $2,703-74.8% | $2,597-73.8% |
| Participant deferral / active EE | $1,031 | $2,866-64.0% | $3,814-73.0% | $4,028-74.4% |
| Admin fee / account holder | $900 | $3,104-71.0% | $3,227-72.1% | $5,404-83.4% |