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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 | $35,551 | $73,839-51.9% | $143,788-75.3% | $68,495-48.1% |
| Participation rate | 79.0% | 66.7%+12.4pp | 80.3%-1.3pp | 67.9%+11.1pp |
| Annual return | -12.13% | 1.01%-13.1pp | -0.03%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,863 | $3,184-41.5% | $4,952-62.4% | $2,596-28.3% |
| Participant deferral / active EE | $1,596 | $3,384-52.8% | $5,638-71.7% | $4,028-60.4% |
| Admin fee / account holder | $2,358 | $5,755-59.0% | $14,675-83.9% | $5,403-56.4% |