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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 | $26,718 | $73,009-63.4% | $90,756-70.6% | $68,495-61.0% |
| Participation rate | 92.9% | 70.8%+22.0pp | 75.7%+17.2pp | 67.9%+25.0pp |
| Annual return | -12.87% | -13.81%+0.9pp | -12.16%-0.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,103 | $2,193-49.7% | $2,922-62.2% | $2,596-57.5% |
| Participant deferral / active EE | $2,403 | $3,626-33.7% | $4,565-47.4% | $4,028-40.3% |
| Admin fee / account holder | $15,068 | $5,896+155.6% | $8,445+78.4% | $5,403+178.9% |