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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 | $20,344 | $59,819-66.0% | $79,583-74.4% | $68,490-70.3% |
| Participation rate | 73.6% | 61.1%+12.5pp | 69.5%+4.1pp | 67.9%+5.7pp |
| Annual return | -18.16% | -12.30%-5.9pp | 0.16%-18.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,862 | $1,505+23.7% | $2,414-22.9% | $2,597-28.3% |
| Participant deferral / active EE | $2,575 | $3,025-14.9% | $3,986-35.4% | $4,028-36.1% |
| Admin fee / account holder | $1,437 | $4,835-70.3% | $6,835-79.0% | $5,403-73.4% |