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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 | $18,752 | $59,813-68.6% | $79,580-76.4% | $68,486-72.6% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -15.95% | -12.30%-3.6pp | 0.15%-16.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,444 | $1,505-4.1% | $2,413-40.2% | $2,597-44.4% |
| Participant deferral / active EE | $2,948 | $3,024-2.5% | $3,985-26.0% | $4,028-26.8% |
| Admin fee / account holder | $4,183 | $4,835-13.5% | $6,835-38.8% | $5,404-22.6% |