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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 | $23,866 | $71,891-66.8% | $86,690-72.5% | $68,498-65.2% |
| Participation rate | 72.3% | 72.2%+0.1pp | 76.6%-4.2pp | 67.9%+4.5pp |
| Annual return | -11.74% | 3.53%-15.3pp | 35.93%-47.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,595 | $2,173-26.6% | $2,837-43.8% | $2,596-38.6% |
| Participant deferral / active EE | $2,905 | $3,779-23.1% | $4,656-37.6% | $4,027-27.9% |
| Admin fee / account holder | $1,393 | $6,112-77.2% | $7,490-81.4% | $5,403-74.2% |