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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 | $23,860 | $73,848-67.7% | $143,799-83.4% | $68,486-65.2% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -7.31% | 0.91%-8.2pp | -0.04%-7.3pp | -7.85%+0.5pp |
| Employer contribution / active EE | $2,591 | $3,184-18.6% | $4,952-47.7% | $2,597-0.2% |
| Participant deferral / active EE | $1,789 | $3,385-47.2% | $5,638-68.3% | $4,028-55.6% |
| Admin fee / account holder | $18,954 | $5,755+229.4% | $14,677+29.1% | $5,404+250.8% |