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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 | $29,083 | $59,813-51.4% | $79,580-63.5% | $68,486-57.5% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.5%+20.5pp | 67.9%+22.1pp |
| Annual return | -12.61% | -12.30%-0.3pp | 0.15%-12.8pp | -7.85%-4.8pp |
| Employer contribution / active EE | $732 | $1,505-51.3% | $2,413-69.7% | $2,597-71.8% |
| Participant deferral / active EE | $4,917 | $3,024+62.6% | $3,985+23.4% | $4,028+22.1% |
| Admin fee / account holder | $2,776 | $4,835-42.6% | $6,835-59.4% | $5,404-48.6% |