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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 | $21,824 | $56,339-61.3% | $104,301-79.1% | $68,486-68.1% |
| Participation rate | 75.9% | 63.3%+12.6pp | 73.3%+2.6pp | 67.9%+8.0pp |
| Annual return | -17.86% | -9.19%-8.7pp | 24.61%-42.5pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,379 | $1,960-29.6% | $3,373-59.1% | $2,597-46.9% |
| Participant deferral / active EE | $1,697 | $3,077-44.8% | $4,626-63.3% | $4,028-57.9% |
| Admin fee / account holder | $1,751 | $4,902-64.3% | $7,340-76.1% | $5,404-67.6% |