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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 | $28,331 | $73,848-61.6% | $143,799-80.3% | $68,486-58.6% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -13.60% | 0.91%-14.5pp | -0.04%-13.6pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,791 | $3,184-43.8% | $4,952-63.8% | $2,597-31.0% |
| Participant deferral / active EE | $3,529 | $3,385+4.3% | $5,638-37.4% | $4,028-12.4% |
| Admin fee / account holder | $3,444 | $5,755-40.2% | $14,677-76.5% | $5,404-36.3% |