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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 | $16,753 | $73,848-77.3% | $143,799-88.3% | $68,486-75.5% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -16.41% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,611 | $3,184-49.4% | $4,952-67.5% | $2,597-38.0% |
| Participant deferral / active EE | $4,308 | $3,385+27.3% | $5,638-23.6% | $4,028+7.0% |
| Admin fee / account holder | $4,800 | $5,755-16.6% | $14,677-67.3% | $5,404-11.2% |