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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 | $39,979 | $73,848-45.9% | $143,799-72.2% | $68,486-41.6% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -10.35% | 0.91%-11.3pp | -0.04%-10.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $1,823 | $3,184-42.7% | $4,952-63.2% | $2,597-29.8% |
| Participant deferral / active EE | $4,286 | $3,385+26.6% | $5,638-24.0% | $4,028+6.4% |
| Admin fee / account holder | $1,191 | $5,755-79.3% | $14,677-91.9% | $5,404-78.0% |