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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 | $29,225 | $48,267-39.5% | $68,808-57.5% | $68,486-57.3% |
| Participation rate | 81.3% | 60.7%+20.6pp | 69.0%+12.2pp | 67.9%+13.4pp |
| Annual return | -12.49% | -12.70%+0.2pp | -6.37%-6.1pp | -7.85%-4.6pp |
| Employer contribution / active EE | $3,934 | $1,829+115.1% | $2,656+48.1% | $2,597+51.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $590 | $4,362-86.5% | $4,936-88.1% | $5,404-89.1% |