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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 | $28,391 | $73,848-61.6% | $143,799-80.3% | $68,486-58.5% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -12.85% | 0.91%-13.8pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $864 | $3,184-72.9% | $4,952-82.5% | $2,597-66.7% |
| Participant deferral / active EE | $2,297 | $3,385-32.1% | $5,638-59.3% | $4,028-43.0% |
| Admin fee / account holder | $3,312 | $5,755-42.5% | $14,677-77.4% | $5,404-38.7% |