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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 | $25,285 | $73,848-65.8% | $143,799-82.4% | $68,486-63.1% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -14.77% | 0.91%-15.7pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,536 | $3,184-51.8% | $4,952-69.0% | $2,597-40.8% |
| Participant deferral / active EE | $3,476 | $3,385+2.7% | $5,638-38.4% | $4,028-13.7% |
| Admin fee / account holder | $356 | $5,755-93.8% | $14,677-97.6% | $5,404-93.4% |