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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 | $60,200 | $73,839-18.5% | $143,788-58.1% | $68,495-12.1% |
| Participation rate | 81.4% | 66.7%+14.7pp | 80.3%+1.0pp | 67.9%+13.5pp |
| Annual return | -17.85% | 1.01%-18.9pp | -0.03%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,323 | $3,184-58.4% | $4,952-73.3% | $2,596-49.0% |
| Participant deferral / active EE | $3,590 | $3,384+6.1% | $5,638-36.3% | $4,028-10.9% |
| Admin fee / account holder | $2,046 | $5,755-64.4% | $14,675-86.1% | $5,403-62.1% |