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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 | $17,836 | $64,729-72.4% | $112,263-84.1% | $68,490-74.0% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -16.80% | -11.40%-5.4pp | 27.49%-44.3pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,645 | $2,746+32.7% | $3,636+0.2% | $2,597+40.4% |
| Participant deferral / active EE | $2,098 | $3,566-41.2% | $4,729-55.6% | $4,028-47.9% |
| Admin fee / account holder | $1,837 | $5,222-64.8% | $6,410-71.3% | $5,403-66.0% |