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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 | $25,891 | $73,848-64.9% | $143,799-82.0% | $68,486-62.2% |
| Participation rate | 91.2% | 66.7%+24.5pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | -14.68% | 0.91%-15.6pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,529 | $3,184-52.0% | $4,952-69.1% | $2,597-41.1% |
| Participant deferral / active EE | $3,921 | $3,385+15.9% | $5,638-30.5% | $4,028-2.6% |
| Admin fee / account holder | $734 | $5,755-87.2% | $14,677-95.0% | $5,404-86.4% |