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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 | $21,567 | $59,834-64.0% | $79,576-72.9% | $68,495-68.5% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.5%+24.3pp | 67.9%+25.9pp |
| Annual return | -17.14% | -12.30%-4.8pp | 0.15%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $889 | $1,505-40.9% | $2,413-63.1% | $2,596-65.7% |
| Participant deferral / active EE | $1,745 | $3,024-42.3% | $3,985-56.2% | $4,028-56.7% |
| Admin fee / account holder | $1,580 | $4,835-67.3% | $6,834-76.9% | $5,403-70.8% |