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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 | $12,959 | $53,162-75.6% | $91,225-85.8% | $68,495-81.1% |
| Participation rate | 71.1% | 63.2%+7.8pp | 73.2%-2.1pp | 67.9%+3.2pp |
| Annual return | -18.22% | -3.14%-15.1pp | 114.10%-132.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $401 | $1,709-76.5% | $2,851-85.9% | $2,596-84.5% |
| Participant deferral / active EE | $2,371 | $2,974-20.3% | $4,234-44.0% | $4,028-41.1% |
| Admin fee / account holder | $1,239 | $4,493-72.4% | $5,422-77.1% | $5,403-77.1% |