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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 | $24,508 | $42,910-42.9% | $60,919-59.8% | $68,490-64.2% |
| Participation rate | 86.2% | 66.8%+19.4pp | 73.1%+13.1pp | 67.9%+18.3pp |
| Annual return | -15.11% | -13.99%-1.1pp | 16.96%-32.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,137 | $1,978-42.5% | $2,704-58.0% | $2,597-56.2% |
| Participant deferral / active EE | $2,299 | $2,866-19.8% | $3,814-39.7% | $4,028-42.9% |
| Admin fee / account holder | $1,410 | $3,104-54.6% | $3,228-56.3% | $5,403-73.9% |