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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 | $34,410 | $73,019-52.9% | $90,766-62.1% | $68,490-49.8% |
| Participation rate | 84.0% | 70.8%+13.2pp | 75.7%+8.3pp | 67.9%+16.1pp |
| Annual return | -13.57% | -13.81%+0.2pp | -12.16%-1.4pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,436 | $2,193-34.5% | $2,922-50.9% | $2,597-44.7% |
| Participant deferral / active EE | $2,607 | $3,626-28.1% | $4,565-42.9% | $4,028-35.3% |
| Admin fee / account holder | $13,673 | $5,897+131.9% | $8,446+61.9% | $5,403+153.1% |