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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 | $24,413 | $73,848-66.9% | $143,799-83.0% | $68,486-64.4% |
| Participation rate | 72.5% | 66.7%+5.9pp | 80.3%-7.8pp | 67.9%+4.7pp |
| Annual return | -16.24% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $868 | $3,184-72.7% | $4,952-82.5% | $2,597-66.6% |
| Participant deferral / active EE | $1,822 | $3,385-46.2% | $5,638-67.7% | $4,028-54.8% |
| Admin fee / account holder | $10,095 | $5,755+75.4% | $14,677-31.2% | $5,404+86.8% |