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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 | $37,563 | $73,863-49.1% | $143,797-73.9% | $68,490-45.2% |
| Participation rate | 71.9% | 66.7%+5.2pp | 80.3%-8.4pp | 67.9%+4.0pp |
| Annual return | -16.25% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,275 | $3,185-28.6% | $4,952-54.1% | $2,597-12.4% |
| Participant deferral / active EE | $3,722 | $3,385+10.0% | $5,638-34.0% | $4,028-7.6% |
| Admin fee / account holder | $824 | $5,756-85.7% | $14,679-94.4% | $5,403-84.7% |