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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 | $31,189 | $59,813-47.9% | $79,580-60.8% | $68,486-54.5% |
| Participation rate | 83.6% | 61.1%+22.6pp | 69.5%+14.1pp | 67.9%+15.7pp |
| Annual return | -17.98% | -12.30%-5.7pp | 0.15%-18.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $704 | $1,505-53.2% | $2,413-70.8% | $2,597-72.9% |
| Participant deferral / active EE | $2,087 | $3,024-31.0% | $3,985-47.6% | $4,028-48.2% |
| Admin fee / account holder | $2,507 | $4,835-48.1% | $6,835-63.3% | $5,404-53.6% |