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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 | $39,396 | $42,909-8.2% | $60,906-35.3% | $68,486-42.5% |
| Participation rate | 82.3% | 66.8%+15.5pp | 73.1%+9.2pp | 67.9%+14.4pp |
| Annual return | -12.31% | -13.99%+1.7pp | 16.94%-29.2pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,131 | $1,979-42.9% | $2,703-58.2% | $2,597-56.5% |
| Participant deferral / active EE | $1,722 | $2,866-39.9% | $3,814-54.8% | $4,028-57.2% |
| Admin fee / account holder | $8,034 | $3,104+158.8% | $3,227+149.0% | $5,404+48.7% |