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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 | $14,037 | $42,910-67.3% | $60,919-77.0% | $68,490-79.5% |
| Participation rate | 71.4% | 66.8%+4.7pp | 73.1%-1.7pp | 67.9%+3.5pp |
| Annual return | -17.28% | -13.99%-3.3pp | 16.96%-34.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,603 | $1,978-19.0% | $2,704-40.7% | $2,597-38.2% |
| Participant deferral / active EE | $2,958 | $2,866+3.2% | $3,814-22.4% | $4,028-26.6% |
| Admin fee / account holder | $1,760 | $3,104-43.3% | $3,228-45.5% | $5,403-67.4% |