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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 | $38,608 | $59,819-35.5% | $79,583-51.5% | $68,490-43.6% |
| Participation rate | 81.4% | 61.1%+20.3pp | 69.5%+11.9pp | 67.9%+13.5pp |
| Annual return | -17.33% | -12.30%-5.0pp | 0.16%-17.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,184 | $1,505-21.4% | $2,414-50.9% | $2,597-54.4% |
| Participant deferral / active EE | $2,844 | $3,025-6.0% | $3,986-28.7% | $4,028-29.4% |
| Admin fee / account holder | $1,508 | $4,835-68.8% | $6,835-77.9% | $5,403-72.1% |