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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 | $33,781 | $73,839-54.2% | $143,788-76.5% | $68,495-50.7% |
| Participation rate | 75.5% | 66.7%+8.9pp | 80.3%-4.8pp | 67.9%+7.6pp |
| Annual return | -17.68% | 1.01%-18.7pp | -0.03%-17.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,690 | $3,184-46.9% | $4,952-65.9% | $2,596-34.9% |
| Participant deferral / active EE | $1,523 | $3,384-55.0% | $5,638-73.0% | $4,028-62.2% |
| Admin fee / account holder | $544 | $5,755-90.5% | $14,675-96.3% | $5,403-89.9% |