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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 | $32,341 | $45,872-29.5% | $77,100-58.1% | $68,490-52.8% |
| Participation rate | 88.6% | 55.9%+32.6pp | 67.9%+20.6pp | 67.9%+20.7pp |
| Annual return | -15.25% | 1.73%-17.0pp | 42.35%-57.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,640 | $1,650-0.6% | $2,815-41.7% | $2,597-36.8% |
| Participant deferral / active EE | $8,188 | $2,963+176.4% | $4,430+84.8% | $4,028+103.3% |
| Admin fee / account holder | $797 | $3,041-73.8% | $5,443-85.4% | $5,403-85.2% |