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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 | $26,628 | $42,383-37.2% | $76,523-65.2% | $64,181-58.5% |
| Participation rate | 91.4% | 58.1%+33.2pp | 68.0%+23.4pp | 69.6%+21.8pp |
| Annual return | -7.87% | -16.54%+8.7pp | -0.27%-7.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $555 | $1,563-64.5% | $2,647-79.0% | $2,381-76.7% |
| Participant deferral / active EE | $1,056 | $2,566-58.8% | $3,835-72.5% | $3,470-69.6% |
| Admin fee / account holder | $1,018 | $3,198-68.2% | $4,848-79.0% | $4,887-79.2% |