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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 | $23,523 | $76,912-69.4% | $129,118-81.8% | $68,486-65.7% |
| Participation rate | 76.7% | 69.1%+7.6pp | 77.2%-0.5pp | 67.9%+8.9pp |
| Annual return | -14.89% | -9.78%-5.1pp | -10.94%-3.9pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,305 | $4,732-30.2% | $6,539-49.5% | $4,028-17.9% |
| Admin fee / account holder | $5,435 | $6,638-18.1% | $14,305-62.0% | $5,404+0.6% |