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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 | $8,241 | $45,872-82.0% | $77,081-89.3% | $68,495-88.0% |
| Participation rate | 85.1% | 55.9%+29.2pp | 67.9%+17.2pp | 67.9%+17.2pp |
| Annual return | -19.71% | 1.73%-21.4pp | 42.33%-62.0pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,362 | $1,650+43.2% | $2,813-16.0% | $2,596-9.0% |
| Participant deferral / active EE | $3,560 | $2,963+20.2% | $4,428-19.6% | $4,028-11.6% |
| Admin fee / account holder | $951 | $3,041-68.7% | $5,427-82.5% | $5,403-82.4% |