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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 | $45,793 | $73,863-38.0% | $143,797-68.2% | $68,490-33.1% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -19.27% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,509 | $3,185-21.2% | $4,952-49.3% | $2,597-3.4% |
| Participant deferral / active EE | $3,422 | $3,385+1.1% | $5,638-39.3% | $4,028-15.0% |
| Admin fee / account holder | $3,783 | $5,756-34.3% | $14,679-74.2% | $5,403-30.0% |