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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 | $21,841 | $48,267-54.7% | $68,808-68.3% | $68,486-68.1% |
| Participation rate | 81.3% | 60.7%+20.6pp | 69.0%+12.2pp | 67.9%+13.4pp |
| Annual return | -16.48% | -12.70%-3.8pp | -6.37%-10.1pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,377 | $1,829+29.9% | $2,656-10.5% | $2,597-8.5% |
| Participant deferral / active EE | $3,335 | $2,867+16.3% | $3,942-15.4% | $4,028-17.2% |
| Admin fee / account holder | $3,626 | $4,362-16.9% | $4,936-26.5% | $5,404-32.9% |