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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 | $22,358 | $73,848-69.7% | $143,799-84.5% | $68,486-67.4% |
| Participation rate | 77.3% | 66.7%+10.6pp | 80.3%-3.0pp | 67.9%+9.4pp |
| Annual return | -16.40% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,907 | $3,184-40.1% | $4,952-61.5% | $2,597-26.5% |
| Participant deferral / active EE | $5,209 | $3,385+53.9% | $5,638-7.6% | $4,028+29.3% |
| Admin fee / account holder | $3,100 | $5,755-46.1% | $14,677-78.9% | $5,404-42.6% |