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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 | $40,244 | $73,848-45.5% | $143,799-72.0% | $68,486-41.2% |
| Participation rate | 87.2% | 66.7%+20.5pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | -14.66% | 0.91%-15.6pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $633 | $3,184-80.1% | $4,952-87.2% | $2,597-75.6% |
| Participant deferral / active EE | $2,470 | $3,385-27.0% | $5,638-56.2% | $4,028-38.7% |
| Admin fee / account holder | $2,451 | $5,755-57.4% | $14,677-83.3% | $5,404-54.6% |