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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 | $18,476 | $25,979-28.9% | $71,755-74.3% | $68,486-73.0% |
| Participation rate | 70.4% | 54.5%+15.9pp | 62.3%+8.0pp | 67.9%+2.5pp |
| Annual return | -16.22% | -15.10%-1.1pp | 9.09%-25.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $791 | $900-12.2% | $1,704-53.6% | $2,597-69.6% |
| Participant deferral / active EE | $1,122 | $1,522-26.3% | $2,656-57.8% | $4,028-72.2% |
| Admin fee / account holder | $2,137 | $2,022+5.7% | $3,972-46.2% | $5,404-60.5% |