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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 | $22,736 | $73,863-69.2% | $143,797-84.2% | $68,490-66.8% |
| Participation rate | 94.2% | 66.7%+27.5pp | 80.3%+13.9pp | 67.9%+26.3pp |
| Annual return | -15.44% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,100 | $3,185-34.1% | $4,952-57.6% | $2,597-19.1% |
| Participant deferral / active EE | $2,570 | $3,385-24.1% | $5,638-54.4% | $4,028-36.2% |
| Admin fee / account holder | $1,080 | $5,756-81.2% | $14,679-92.6% | $5,403-80.0% |