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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 | $25,201 | $59,819-57.9% | $79,583-68.3% | $68,490-63.2% |
| Participation rate | 78.4% | 61.1%+17.4pp | 69.5%+8.9pp | 67.9%+10.5pp |
| Annual return | -15.02% | -12.30%-2.7pp | 0.16%-15.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,202 | $1,505-20.1% | $2,414-50.2% | $2,597-53.7% |
| Participant deferral / active EE | $2,259 | $3,025-25.3% | $3,986-43.3% | $4,028-43.9% |
| Admin fee / account holder | $19,785 | $4,835+309.2% | $6,835+189.5% | $5,403+266.2% |