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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 | $28,697 | $59,715-51.9% | $74,549-61.5% | - |
| Participation rate | 85.9% | 60.9%+24.9pp | 69.1%+16.7pp | - |
| Annual return | -6.31% | -10.64%+4.3pp | 32.53%-38.8pp | - |
| Employer contribution / active EE | $765 | $725+5.5% | $1,961-61.0% | - |
| Participant deferral / active EE | $2,076 | $2,327-10.8% | $3,108-33.2% | - |
| Admin fee / account holder | $3,054 | $40,605-92.5% | $5,059-39.6% | - |