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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 | $29,176 | $73,009-60.0% | $90,760-67.9% | $68,486-57.4% |
| Participation rate | 70.4% | 70.8%-0.4pp | 75.7%-5.3pp | 67.9%+2.5pp |
| Annual return | -16.52% | -13.81%-2.7pp | -12.16%-4.4pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,138 | $2,193-48.1% | $2,922-61.0% | $2,597-56.2% |
| Participant deferral / active EE | $3,561 | $3,626-1.8% | $4,565-22.0% | $4,028-11.6% |
| Admin fee / account holder | $2,786 | $5,896-52.7% | $8,444-67.0% | $5,404-48.4% |