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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 | $19,898 | $64,729-69.3% | $112,263-82.3% | $68,490-70.9% |
| Participation rate | 71.2% | 67.2%+4.0pp | 75.1%-3.9pp | 67.9%+3.3pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.49%-45.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,605 | $2,746-41.6% | $3,636-55.9% | $2,597-38.2% |
| Participant deferral / active EE | $3,320 | $3,566-6.9% | $4,729-29.8% | $4,028-17.6% |
| Admin fee / account holder | $1,091 | $5,222-79.1% | $6,410-83.0% | $5,403-79.8% |