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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 | $21,929 | $48,235-54.5% | $68,803-68.1% | $68,490-68.0% |
| Participation rate | 98.3% | 60.7%+37.7pp | 69.0%+29.3pp | 67.9%+30.4pp |
| Annual return | -13.62% | -12.70%-0.9pp | -6.37%-7.3pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,040 | $1,829-43.1% | $2,656-60.8% | $2,597-59.9% |
| Participant deferral / active EE | $3,295 | $2,867+14.9% | $3,942-16.4% | $4,028-18.2% |
| Admin fee / account holder | $1,603 | $4,361-63.2% | $4,936-67.5% | $5,403-70.3% |