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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 | $23,368 | $42,909-45.5% | $60,906-61.6% | $68,486-65.9% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -5.26% | -13.99%+8.7pp | 16.94%-22.2pp | -7.85%+2.6pp |
| Employer contribution / active EE | $1,433 | $1,979-27.6% | $2,703-47.0% | $2,597-44.8% |
| Participant deferral / active EE | $1,730 | $2,866-39.7% | $3,814-54.6% | $4,028-57.1% |
| Admin fee / account holder | $6,161 | $3,104+98.5% | $3,227+90.9% | $5,404+14.0% |