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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 | $53,029 | $73,848-28.2% | $143,799-63.1% | $68,486-22.6% |
| Participation rate | 72.2% | 66.7%+5.6pp | 80.3%-8.1pp | 67.9%+4.3pp |
| Annual return | -15.67% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,183 | $3,184-62.8% | $4,952-76.1% | $2,597-54.4% |
| Participant deferral / active EE | $1,819 | $3,385-46.3% | $5,638-67.7% | $4,028-54.8% |
| Admin fee / account holder | $5,053 | $5,755-12.2% | $14,677-65.6% | $5,404-6.5% |