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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 | $26,041 | $45,872-43.2% | $77,100-66.2% | $68,490-62.0% |
| Participation rate | 88.3% | 55.9%+32.4pp | 67.9%+20.4pp | 67.9%+20.4pp |
| Annual return | -8.87% | 1.73%-10.6pp | 42.35%-51.2pp | -7.85%-1.0pp |
| Employer contribution / active EE | $1,654 | $1,650+0.3% | $2,815-41.2% | $2,597-36.3% |
| Participant deferral / active EE | $2,589 | $2,963-12.6% | $4,430-41.6% | $4,028-35.7% |
| Admin fee / account holder | $389 | $3,041-87.2% | $5,443-92.8% | $5,403-92.8% |