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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 | $20,779 | $46,689-55.5% | $117,498-82.3% | $68,495-69.7% |
| Participation rate | 71.4% | 56.8%+14.6pp | 70.6%+0.8pp | 67.9%+3.5pp |
| Annual return | -16.60% | -14.52%-2.1pp | 29.75%-46.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $786 | $1,505-47.8% | $4,178-81.2% | $2,596-69.7% |
| Participant deferral / active EE | $3,715 | $2,637+40.9% | $4,071-8.8% | $4,028-7.8% |
| Admin fee / account holder | $1,451 | $4,021-63.9% | $5,646-74.3% | $5,403-73.1% |