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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 | $22,752 | $46,697-51.3% | $117,533-80.6% | $68,486-66.8% |
| Participation rate | 96.4% | 56.8%+39.7pp | 70.6%+25.8pp | 67.9%+28.5pp |
| Annual return | -13.44% | -14.52%+1.1pp | 29.77%-43.2pp | -7.85%-5.6pp |
| Employer contribution / active EE | $3,868 | $1,506+156.9% | $4,179-7.4% | $2,597+49.0% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $325 | $4,023-91.9% | $5,647-94.2% | $5,404-94.0% |