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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 | $17,992 | $68,996-73.9% | $159,991-88.8% | $68,495-73.7% |
| Participation rate | 78.0% | 65.4%+12.6pp | 78.0%+0.1pp | 67.9%+10.2pp |
| Annual return | -12.03% | -9.65%-2.4pp | 408.82%-420.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,351 | $2,212-38.9% | $4,225-68.0% | $2,596-48.0% |
| Participant deferral / active EE | $2,915 | $4,211-30.8% | $6,183-52.9% | $4,028-27.6% |
| Admin fee / account holder | $1,478 | $4,797-69.2% | $8,715-83.0% | $5,403-72.7% |