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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 | $34,268 | $73,863-53.6% | $143,797-76.2% | $68,490-50.0% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -16.90% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,743 | $3,185-13.9% | $4,952-44.6% | $2,597+5.6% |
| Participant deferral / active EE | $6,057 | $3,385+79.0% | $5,638+7.4% | $4,028+50.4% |
| Admin fee / account holder | $2,805 | $5,756-51.3% | $14,679-80.9% | $5,403-48.1% |