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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 | $13,221 | $73,839-82.1% | $143,788-90.8% | $68,495-80.7% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -18.70% | 1.01%-19.7pp | -0.03%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,138 | $3,184-32.9% | $4,952-56.8% | $2,596-17.7% |
| Participant deferral / active EE | $2,868 | $3,384-15.3% | $5,638-49.1% | $4,028-28.8% |
| Admin fee / account holder | $5,218 | $5,755-9.3% | $14,675-64.4% | $5,403-3.4% |