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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 | $14,191 | $73,867-80.8% | $143,770-90.1% | $68,498-79.3% |
| Participation rate | 79.3% | 66.7%+12.7pp | 80.3%-1.0pp | 67.9%+11.4pp |
| Annual return | -18.77% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $981 | $3,184-69.2% | $4,951-80.2% | $2,596-62.2% |
| Participant deferral / active EE | $2,225 | $3,384-34.3% | $5,638-60.5% | $4,027-44.8% |
| Admin fee / account holder | $3,706 | $5,755-35.6% | $14,673-74.7% | $5,403-31.4% |