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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 | $32,986 | $73,848-55.3% | $143,799-77.1% | $68,486-51.8% |
| Participation rate | 79.5% | 66.7%+12.9pp | 80.3%-0.8pp | 67.9%+11.7pp |
| Annual return | -16.41% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,074 | $3,184-66.3% | $4,952-78.3% | $2,597-58.7% |
| Participant deferral / active EE | $3,258 | $3,385-3.7% | $5,638-42.2% | $4,028-19.1% |
| Admin fee / account holder | $2,470 | $5,755-57.1% | $14,677-83.2% | $5,404-54.3% |