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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 | $19,907 | $64,719-69.2% | $112,249-82.3% | $68,486-70.9% |
| Participation rate | 88.2% | 67.2%+21.1pp | 75.1%+13.2pp | 67.9%+20.3pp |
| Annual return | -17.73% | -11.40%-6.3pp | 27.48%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,271 | $2,747-17.3% | $3,636-37.5% | $2,597-12.5% |
| Participant deferral / active EE | $3,644 | $3,565+2.2% | $4,729-22.9% | $4,028-9.5% |
| Admin fee / account holder | $662 | $5,232-87.3% | $6,412-89.7% | $5,404-87.7% |