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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 | $22,164 | $82,678-73.2% | $125,391-82.3% | $68,490-67.6% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.4%-8.1pp | 67.9%+6.4pp |
| Annual return | -13.88% | -5.97%-7.9pp | 572.41%-586.3pp | -7.85%-6.0pp |
| Employer contribution / active EE | $878 | $3,382-74.0% | $4,816-81.8% | $2,597-66.2% |
| Participant deferral / active EE | $2,832 | $6,111-53.7% | $7,448-62.0% | $4,028-29.7% |
| Admin fee / account holder | $6,905 | $6,277+10.0% | $10,009-31.0% | $5,403+27.8% |