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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 | $24,426 | $73,848-66.9% | $143,799-83.0% | $68,486-64.3% |
| Participation rate | 77.4% | 66.7%+10.8pp | 80.3%-2.9pp | 67.9%+9.5pp |
| Annual return | -13.93% | 0.91%-14.8pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,440 | $3,184-54.8% | $4,952-70.9% | $2,597-44.5% |
| Participant deferral / active EE | $2,877 | $3,385-15.0% | $5,638-49.0% | $4,028-28.6% |
| Admin fee / account holder | $3,888 | $5,755-32.4% | $14,677-73.5% | $5,404-28.0% |