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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 | $32,404 | $53,546-39.5% | $69,890-53.6% | $68,490-52.7% |
| Participation rate | 83.3% | 64.5%+18.8pp | 70.5%+12.8pp | 67.9%+15.4pp |
| Annual return | -12.15% | -13.87%+1.7pp | 190.84%-203.0pp | -7.85%-4.3pp |
| Employer contribution / active EE | $599 | $2,019-70.3% | $2,560-76.6% | $2,597-76.9% |
| Participant deferral / active EE | $1,248 | $2,957-57.8% | $3,848-67.6% | $4,028-69.0% |
| Admin fee / account holder | $1,936 | $4,693-58.7% | $6,267-69.1% | $5,403-64.2% |