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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 | $16,333 | $48,267-66.2% | $68,808-76.3% | $68,486-76.2% |
| Participation rate | 87.1% | 60.7%+26.4pp | 69.0%+18.1pp | 67.9%+19.2pp |
| Annual return | -14.93% | -12.70%-2.2pp | -6.37%-8.6pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,245 | $1,829+22.7% | $2,656-15.5% | $2,597-13.5% |
| Participant deferral / active EE | $5,363 | $2,867+87.1% | $3,942+36.0% | $4,028+33.2% |
| Admin fee / account holder | $434 | $4,362-90.0% | $4,936-91.2% | $5,404-92.0% |