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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 | $21,170 | $42,909-50.7% | $60,906-65.2% | $68,486-69.1% |
| Participation rate | 80.4% | 66.8%+13.7pp | 73.1%+7.3pp | 67.9%+12.5pp |
| Annual return | -11.91% | -13.99%+2.1pp | 16.94%-28.8pp | -7.85%-4.1pp |
| Employer contribution / active EE | $2,850 | $1,979+44.0% | $2,703+5.4% | $2,597+9.7% |
| Participant deferral / active EE | $3,176 | $2,866+10.8% | $3,814-16.7% | $4,028-21.2% |
| Admin fee / account holder | $8,983 | $3,104+189.4% | $3,227+178.4% | $5,404+66.2% |