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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 | $24,249 | $71,873-66.3% | $86,698-72.0% | $68,490-64.6% |
| Participation rate | 87.9% | 72.2%+15.7pp | 76.6%+11.3pp | 67.9%+20.0pp |
| Annual return | -15.23% | 3.54%-18.8pp | 35.96%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,795 | $2,173-17.4% | $2,837-36.7% | $2,597-30.9% |
| Participant deferral / active EE | $2,812 | $3,779-25.6% | $4,656-39.6% | $4,028-30.2% |
| Admin fee / account holder | $1,349 | $6,110-77.9% | $7,492-82.0% | $5,403-75.0% |