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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 | $23,454 | $73,863-68.2% | $143,797-83.7% | $68,490-65.8% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -17.65% | 0.91%-18.6pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,748 | $3,185+49.1% | $4,952-4.1% | $2,597+82.8% |
| Participant deferral / active EE | $2,399 | $3,385-29.1% | $5,638-57.4% | $4,028-40.4% |
| Admin fee / account holder | $1,170 | $5,756-79.7% | $14,679-92.0% | $5,403-78.3% |