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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 | $39,219 | $73,863-46.9% | $143,797-72.7% | $68,490-42.7% |
| Participation rate | 78.8% | 66.7%+12.2pp | 80.3%-1.5pp | 67.9%+10.9pp |
| Annual return | -17.35% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,387 | $3,185+6.3% | $4,952-31.6% | $2,597+30.4% |
| Participant deferral / active EE | $2,914 | $3,385-13.9% | $5,638-48.3% | $4,028-27.7% |
| Admin fee / account holder | $1,018 | $5,756-82.3% | $14,679-93.1% | $5,403-81.2% |