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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 | $32,222 | $73,009-55.9% | $90,760-64.5% | $68,486-53.0% |
| Participation rate | 82.8% | 70.8%+11.9pp | 75.7%+7.1pp | 67.9%+14.9pp |
| Annual return | -16.47% | -13.81%-2.7pp | -12.16%-4.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,515 | $2,193-30.9% | $2,922-48.1% | $2,597-41.6% |
| Participant deferral / active EE | $3,288 | $3,626-9.3% | $4,565-28.0% | $4,028-18.4% |
| Admin fee / account holder | $3,223 | $5,896-45.3% | $8,444-61.8% | $5,404-40.4% |