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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 | $22,120 | $53,546-58.7% | $69,884-68.3% | $68,486-67.7% |
| Participation rate | 78.6% | 64.5%+14.0pp | 70.5%+8.1pp | 67.9%+10.7pp |
| Annual return | -6.18% | -13.87%+7.7pp | 190.81%-197.0pp | -7.85%+1.7pp |
| Employer contribution / active EE | $728 | $2,019-63.9% | $2,560-71.6% | $2,597-72.0% |
| Participant deferral / active EE | $1,627 | $2,957-45.0% | $3,848-57.7% | $4,028-59.6% |
| Admin fee / account holder | $4,034 | $4,693-14.0% | $6,266-35.6% | $5,404-25.3% |