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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 | $27,702 | $81,870-66.2% | $119,634-76.8% | $68,490-59.6% |
| Participation rate | 76.7% | 71.9%+4.8pp | 79.3%-2.6pp | 67.9%+8.8pp |
| Annual return | -12.46% | -23.82%+11.4pp | -14.98%+2.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $1,442 | $2,692-46.4% | $4,232-65.9% | $2,597-44.5% |
| Participant deferral / active EE | $1,918 | $4,148-53.8% | $5,601-65.8% | $4,028-52.4% |
| Admin fee / account holder | $1,639 | $6,583-75.1% | $10,329-84.1% | $5,403-69.7% |