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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 | $18,592 | $56,339-67.0% | $104,299-82.2% | $68,490-72.9% |
| Participation rate | 80.0% | 63.3%+16.7pp | 73.3%+6.7pp | 67.9%+12.1pp |
| Annual return | -15.37% | -9.19%-6.2pp | 24.62%-40.0pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,250 | $1,960-36.2% | $3,373-62.9% | $2,597-51.9% |
| Participant deferral / active EE | $1,310 | $3,077-57.4% | $4,626-71.7% | $4,028-67.5% |
| Admin fee / account holder | $341 | $4,902-93.0% | $7,339-95.3% | $5,403-93.7% |