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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 | $19,383 | $59,819-67.6% | $79,583-75.6% | $68,490-71.7% |
| Participation rate | 78.0% | 61.1%+17.0pp | 69.5%+8.6pp | 67.9%+10.2pp |
| Annual return | -17.36% | -12.30%-5.1pp | 0.16%-17.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $563 | $1,505-62.6% | $2,414-76.7% | $2,597-78.3% |
| Participant deferral / active EE | $2,576 | $3,025-14.8% | $3,986-35.4% | $4,028-36.0% |
| Admin fee / account holder | $2,831 | $4,835-41.4% | $6,835-58.6% | $5,403-47.6% |