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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 | $24,218 | $45,872-47.2% | $77,100-68.6% | $68,490-64.6% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -16.82% | 1.73%-18.5pp | 42.35%-59.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,182 | $1,650-28.3% | $2,815-58.0% | $2,597-54.5% |
| Participant deferral / active EE | $3,716 | $2,963+25.4% | $4,430-16.1% | $4,028-7.8% |
| Admin fee / account holder | $1,983 | $3,041-34.8% | $5,443-63.6% | $5,403-63.3% |