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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 | $17,744 | $64,719-72.6% | $112,249-84.2% | $68,486-74.1% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -18.93% | -11.40%-7.5pp | 27.48%-46.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,661 | $2,747+33.3% | $3,636+0.7% | $2,597+41.0% |
| Participant deferral / active EE | $2,298 | $3,565-35.5% | $4,729-51.4% | $4,028-42.9% |
| Admin fee / account holder | $3,057 | $5,232-41.6% | $6,412-52.3% | $5,404-43.4% |