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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 | $23,726 | $73,863-67.9% | $143,797-83.5% | $68,490-65.4% |
| Participation rate | 73.2% | 66.7%+6.5pp | 80.3%-7.1pp | 67.9%+5.3pp |
| Annual return | -17.22% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,193 | $3,185-62.5% | $4,952-75.9% | $2,597-54.1% |
| Participant deferral / active EE | $3,061 | $3,385-9.6% | $5,638-45.7% | $4,028-24.0% |
| Admin fee / account holder | $3,264 | $5,756-43.3% | $14,679-77.8% | $5,403-39.6% |