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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 | $27,908 | $42,910-35.0% | $60,919-54.2% | $68,490-59.3% |
| Participation rate | 97.1% | 66.8%+30.4pp | 73.1%+24.0pp | 67.9%+29.2pp |
| Annual return | -14.19% | -13.99%-0.2pp | 16.96%-31.2pp | -7.85%-6.3pp |
| Employer contribution / active EE | $7,429 | $1,978+275.5% | $2,704+174.7% | $2,597+186.1% |
| Participant deferral / active EE | $3,122 | $2,866+9.0% | $3,814-18.1% | $4,028-22.5% |
| Admin fee / account holder | $2,716 | $3,104-12.5% | $3,228-15.8% | $5,403-49.7% |