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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 | $23,940 | $73,848-67.6% | $143,799-83.4% | $68,486-65.0% |
| Participation rate | 84.8% | 66.7%+18.1pp | 80.3%+4.5pp | 67.9%+16.9pp |
| Annual return | -12.10% | 0.91%-13.0pp | -0.04%-12.1pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,478 | $3,184-53.6% | $4,952-70.1% | $2,597-43.1% |
| Participant deferral / active EE | $3,487 | $3,385+3.0% | $5,638-38.2% | $4,028-13.4% |
| Admin fee / account holder | $3,693 | $5,755-35.8% | $14,677-74.8% | $5,404-31.7% |