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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 | $15,947 | $73,863-78.4% | $143,797-88.9% | $68,490-76.7% |
| Participation rate | 90.4% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.5pp |
| Annual return | -16.38% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,570 | $3,185-19.3% | $4,952-48.1% | $2,597-1.0% |
| Participant deferral / active EE | $6,085 | $3,385+79.8% | $5,638+7.9% | $4,028+51.1% |
| Admin fee / account holder | $1,856 | $5,756-67.8% | $14,679-87.4% | $5,403-65.7% |