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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 | $20,226 | $64,729-68.8% | $112,263-82.0% | $68,490-70.5% |
| Participation rate | 88.2% | 67.2%+21.1pp | 75.1%+13.2pp | 67.9%+20.3pp |
| Annual return | -6.17% | -11.40%+5.2pp | 27.49%-33.7pp | -7.85%+1.7pp |
| Employer contribution / active EE | $1,583 | $2,746-42.4% | $3,636-56.5% | $2,597-39.1% |
| Participant deferral / active EE | $3,045 | $3,566-14.6% | $4,729-35.6% | $4,028-24.4% |
| Admin fee / account holder | $1,607 | $5,222-69.2% | $6,410-74.9% | $5,403-70.3% |