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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 | $26,610 | $42,383-37.2% | $76,523-65.2% | $64,181-58.5% |
| Participation rate | 89.7% | 58.1%+31.6pp | 68.0%+21.7pp | 69.6%+20.2pp |
| Annual return | -6.01% | -16.54%+10.5pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,361 | $1,563+115.0% | $2,647+27.0% | $2,381+41.2% |
| Participant deferral / active EE | $5,029 | $2,566+96.0% | $3,835+31.1% | $3,470+44.9% |
| Admin fee / account holder | $1,910 | $3,198-40.3% | $4,848-60.6% | $4,887-60.9% |