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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 | $18,195 | $59,834-69.6% | $79,576-77.1% | $68,495-73.4% |
| Participation rate | 82.2% | 61.1%+21.2pp | 69.5%+12.7pp | 67.9%+14.3pp |
| Annual return | -19.31% | -12.30%-7.0pp | 0.15%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,972 | $1,505+31.0% | $2,413-18.3% | $2,596-24.1% |
| Participant deferral / active EE | $4,669 | $3,024+54.4% | $3,985+17.2% | $4,028+15.9% |
| Admin fee / account holder | $2,277 | $4,835-52.9% | $6,834-66.7% | $5,403-57.9% |