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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 | $46,627 | $73,848-36.9% | $143,799-67.6% | $68,486-31.9% |
| Participation rate | 76.3% | 66.7%+9.7pp | 80.3%-4.0pp | 67.9%+8.4pp |
| Annual return | -17.95% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,015 | $3,184-68.1% | $4,952-79.5% | $2,597-60.9% |
| Participant deferral / active EE | $1,899 | $3,385-43.9% | $5,638-66.3% | $4,028-52.8% |
| Admin fee / account holder | $707 | $5,755-87.7% | $14,677-95.2% | $5,404-86.9% |