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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 | $17,522 | $59,819-70.7% | $79,583-78.0% | $68,490-74.4% |
| Participation rate | 73.0% | 61.1%+11.9pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -18.72% | -12.30%-6.4pp | 0.16%-18.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $743 | $1,505-50.7% | $2,414-69.2% | $2,597-71.4% |
| Participant deferral / active EE | $4,626 | $3,025+52.9% | $3,986+16.1% | $4,028+14.9% |
| Admin fee / account holder | $1,336 | $4,835-72.4% | $6,835-80.5% | $5,403-75.3% |