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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 | $31,588 | $73,839-57.2% | $143,788-78.0% | $68,495-53.9% |
| Participation rate | 77.1% | 66.7%+10.5pp | 80.3%-3.2pp | 67.9%+9.3pp |
| Annual return | -14.07% | 1.01%-15.1pp | -0.03%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,465 | $3,184-22.6% | $4,952-50.2% | $2,596-5.1% |
| Participant deferral / active EE | $2,102 | $3,384-37.9% | $5,638-62.7% | $4,028-47.8% |
| Admin fee / account holder | $1,844 | $5,755-68.0% | $14,675-87.4% | $5,403-65.9% |