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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 | $12,003 | $73,839-83.7% | $143,788-91.7% | $68,495-82.5% |
| Participation rate | 72.4% | 66.7%+5.8pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | -18.06% | 1.01%-19.1pp | -0.03%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $423 | $3,184-86.7% | $4,952-91.5% | $2,596-83.7% |
| Participant deferral / active EE | $3,565 | $3,384+5.3% | $5,638-36.8% | $4,028-11.5% |
| Admin fee / account holder | $1,452 | $5,755-74.8% | $14,675-90.1% | $5,403-73.1% |