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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 | $20,209 | $56,339-64.1% | $104,301-80.6% | $68,486-70.5% |
| Participation rate | 81.0% | 63.3%+17.8pp | 73.3%+7.8pp | 67.9%+13.1pp |
| Annual return | -16.19% | -9.19%-7.0pp | 24.61%-40.8pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,241 | $1,960+65.4% | $3,373-3.9% | $2,597+24.8% |
| Participant deferral / active EE | $1,542 | $3,077-49.9% | $4,626-66.7% | $4,028-61.7% |
| Admin fee / account holder | $419 | $4,902-91.4% | $7,340-94.3% | $5,404-92.2% |