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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 | $32,791 | $73,863-55.6% | $143,797-77.2% | $68,490-52.1% |
| Participation rate | 77.9% | 66.7%+11.2pp | 80.3%-2.4pp | 67.9%+10.0pp |
| Annual return | -16.59% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,020 | $3,185-36.6% | $4,952-59.2% | $2,597-22.2% |
| Participant deferral / active EE | $3,114 | $3,385-8.0% | $5,638-44.8% | $4,028-22.7% |
| Admin fee / account holder | $4,226 | $5,756-26.6% | $14,679-71.2% | $5,403-21.8% |