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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 | $21,475 | $73,863-70.9% | $143,797-85.1% | $68,490-68.6% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -14.93% | 0.91%-15.8pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $498 | $3,185-84.4% | $4,952-89.9% | $2,597-80.8% |
| Participant deferral / active EE | $3,674 | $3,385+8.5% | $5,638-34.8% | $4,028-8.8% |
| Admin fee / account holder | $2,386 | $5,756-58.6% | $14,679-83.7% | $5,403-55.8% |