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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 | $33,189 | $73,009-54.5% | $90,760-63.4% | $68,486-51.5% |
| Participation rate | 72.6% | 70.8%+1.8pp | 75.7%-3.1pp | 67.9%+4.7pp |
| Annual return | -13.19% | -13.81%+0.6pp | -12.16%-1.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,806 | $2,193-17.6% | $2,922-38.2% | $2,597-30.4% |
| Participant deferral / active EE | $2,910 | $3,626-19.7% | $4,565-36.2% | $4,028-27.7% |
| Admin fee / account holder | $14,017 | $5,896+137.8% | $8,444+66.0% | $5,404+159.4% |