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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 | $23,847 | $71,878-66.8% | $86,698-72.5% | $68,486-65.2% |
| Participation rate | 88.1% | 72.2%+15.8pp | 76.6%+11.5pp | 67.9%+20.2pp |
| Annual return | -11.67% | 3.53%-15.2pp | 35.95%-47.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $1,055 | $2,173-51.5% | $2,837-62.8% | $2,597-59.4% |
| Participant deferral / active EE | $2,474 | $3,779-34.5% | $4,656-46.9% | $4,028-38.6% |
| Admin fee / account holder | $1,247 | $6,113-79.6% | $7,493-83.4% | $5,404-76.9% |