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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 | $23,087 | $48,267-52.2% | $68,794-66.4% | $68,495-66.3% |
| Participation rate | 88.9% | 60.7%+28.2pp | 69.0%+19.9pp | 67.9%+21.0pp |
| Annual return | -18.09% | -12.70%-5.4pp | -6.37%-11.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,693 | $1,829-7.4% | $2,656-36.2% | $2,596-34.8% |
| Participant deferral / active EE | $3,507 | $2,867+22.3% | $3,941-11.0% | $4,028-12.9% |
| Admin fee / account holder | $2,959 | $4,362-32.2% | $4,934-40.0% | $5,403-45.2% |