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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 | $21,127 | $42,910-50.8% | $60,919-65.3% | $68,490-69.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -17.46% | -13.99%-3.5pp | 16.96%-34.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $713 | $1,978-64.0% | $2,704-73.6% | $2,597-72.6% |
| Participant deferral / active EE | $1,097 | $2,866-61.7% | $3,814-71.2% | $4,028-72.8% |
| Admin fee / account holder | $2,080 | $3,104-33.0% | $3,228-35.6% | $5,403-61.5% |