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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 | $28,128 | $59,819-53.0% | $79,583-64.7% | $68,490-58.9% |
| Participation rate | 80.3% | 61.1%+19.2pp | 69.5%+10.8pp | 67.9%+12.4pp |
| Annual return | -16.63% | -12.30%-4.3pp | 0.16%-16.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $736 | $1,505-51.1% | $2,414-69.5% | $2,597-71.7% |
| Participant deferral / active EE | $2,588 | $3,025-14.4% | $3,986-35.1% | $4,028-35.7% |
| Admin fee / account holder | $424 | $4,835-91.2% | $6,835-93.8% | $5,403-92.2% |