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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 | $28,849 | $59,819-51.8% | $79,583-63.7% | $68,490-57.9% |
| Participation rate | 77.3% | 61.1%+16.2pp | 69.5%+7.8pp | 67.9%+9.4pp |
| Annual return | -13.03% | -12.30%-0.7pp | 0.16%-13.2pp | -7.85%-5.2pp |
| Employer contribution / active EE | $3,426 | $1,505+127.6% | $2,414+41.9% | $2,597+31.9% |
| Participant deferral / active EE | $1,667 | $3,025-44.9% | $3,986-58.2% | $4,028-58.6% |
| Admin fee / account holder | $2,154 | $4,835-55.5% | $6,835-68.5% | $5,403-60.1% |