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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 | $28,104 | $73,019-61.5% | $90,766-69.0% | $68,490-59.0% |
| Participation rate | 98.4% | 70.8%+27.6pp | 75.7%+22.7pp | 67.9%+30.5pp |
| Annual return | -3.39% | -13.81%+10.4pp | -12.16%+8.8pp | -7.85%+4.5pp |
| Employer contribution / active EE | $1,092 | $2,193-50.2% | $2,922-62.6% | $2,597-57.9% |
| Participant deferral / active EE | $2,639 | $3,626-27.2% | $4,565-42.2% | $4,028-34.5% |
| Admin fee / account holder | $4,104 | $5,897-30.4% | $8,446-51.4% | $5,403-24.0% |