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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 | $26,873 | $59,819-55.1% | $79,583-66.2% | $68,490-60.8% |
| Participation rate | 91.1% | 61.1%+30.0pp | 69.5%+21.6pp | 67.9%+23.2pp |
| Annual return | -9.78% | -12.30%+2.5pp | 0.16%-9.9pp | -7.85%-1.9pp |
| Employer contribution / active EE | $1,278 | $1,505-15.1% | $2,414-47.1% | $2,597-50.8% |
| Participant deferral / active EE | $1,897 | $3,025-37.3% | $3,986-52.4% | $4,028-52.9% |
| Admin fee / account holder | $2,229 | $4,835-53.9% | $6,835-67.4% | $5,403-58.7% |