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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 | $27,026 | $73,848-63.4% | $143,799-81.2% | $68,486-60.5% |
| Participation rate | 83.8% | 66.7%+17.1pp | 80.3%+3.5pp | 67.9%+15.9pp |
| Annual return | -16.94% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,038 | $3,184-36.0% | $4,952-58.8% | $2,597-21.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,028 | $5,755+39.5% | $14,677-45.3% | $5,404+48.6% |