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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 | $23,746 | $73,839-67.8% | $143,788-83.5% | $68,495-65.3% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -15.53% | 1.01%-16.5pp | -0.03%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,512 | $3,184-21.1% | $4,952-49.3% | $2,596-3.3% |
| Participant deferral / active EE | $5,114 | $3,384+51.1% | $5,638-9.3% | $4,028+27.0% |
| Admin fee / account holder | $1,848 | $5,755-67.9% | $14,675-87.4% | $5,403-65.8% |