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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 | $24,306 | $73,848-67.1% | $143,799-83.1% | $68,486-64.5% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -18.07% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,207 | $3,184+0.7% | $4,952-35.2% | $2,597+23.5% |
| Participant deferral / active EE | $3,603 | $3,385+6.4% | $5,638-36.1% | $4,028-10.6% |
| Admin fee / account holder | $959 | $5,755-83.3% | $14,677-93.5% | $5,404-82.3% |