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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 | $30,268 | $42,917-29.5% | $60,899-50.3% | $68,495-55.8% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -16.45% | -13.99%-2.5pp | 16.92%-33.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $813 | $1,979-58.9% | $2,702-69.9% | $2,596-68.7% |
| Participant deferral / active EE | $1,684 | $2,867-41.3% | $3,817-55.9% | $4,028-58.2% |
| Admin fee / account holder | $447 | $3,102-85.6% | $3,225-86.1% | $5,403-91.7% |