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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 | $13,705 | $42,909-68.1% | $60,906-77.5% | $68,486-80.0% |
| Participation rate | 85.1% | 66.8%+18.4pp | 73.1%+12.0pp | 67.9%+17.2pp |
| Annual return | -17.95% | -13.99%-4.0pp | 16.94%-34.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,076 | $1,979-45.6% | $2,703-60.2% | $2,597-58.6% |
| Participant deferral / active EE | $972 | $2,866-66.1% | $3,814-74.5% | $4,028-75.9% |
| Admin fee / account holder | $1,395 | $3,104-55.1% | $3,227-56.8% | $5,404-74.2% |