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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 | $36,865 | $73,848-50.1% | $143,799-74.4% | $68,486-46.2% |
| Participation rate | 72.2% | 66.7%+5.6pp | 80.3%-8.1pp | 67.9%+4.3pp |
| Annual return | -16.36% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $430 | $3,184-86.5% | $4,952-91.3% | $2,597-83.4% |
| Participant deferral / active EE | $2,657 | $3,385-21.5% | $5,638-52.9% | $4,028-34.0% |
| Admin fee / account holder | $3,698 | $5,755-35.8% | $14,677-74.8% | $5,404-31.6% |