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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 | $29,110 | $73,848-60.6% | $143,799-79.8% | $68,486-57.5% |
| Participation rate | 72.4% | 66.7%+5.7pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | -17.48% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $767 | $3,184-75.9% | $4,952-84.5% | $2,597-70.5% |
| Participant deferral / active EE | $2,198 | $3,385-35.1% | $5,638-61.0% | $4,028-45.4% |
| Admin fee / account holder | $2,244 | $5,755-61.0% | $14,677-84.7% | $5,404-58.5% |