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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 | $28,921 | $73,848-60.8% | $143,799-79.9% | $68,486-57.8% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -9.99% | 0.91%-10.9pp | -0.04%-9.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $2,740 | $3,184-14.0% | $4,952-44.7% | $2,597+5.5% |
| Participant deferral / active EE | $6,733 | $3,385+98.9% | $5,638+19.4% | $4,028+67.2% |
| Admin fee / account holder | $1,632 | $5,755-71.6% | $14,677-88.9% | $5,404-69.8% |