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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 | $36,494 | $73,848-50.6% | $143,799-74.6% | $68,486-46.7% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.07% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,774 | $3,184-44.3% | $4,952-64.2% | $2,597-31.7% |
| Participant deferral / active EE | $3,335 | $3,385-1.5% | $5,638-40.9% | $4,028-17.2% |
| Admin fee / account holder | $554 | $5,755-90.4% | $14,677-96.2% | $5,404-89.7% |