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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 | $17,632 | $25,979-32.1% | $71,702-75.4% | $68,495-74.3% |
| Participation rate | 91.5% | 54.5%+37.0pp | 62.3%+29.1pp | 67.9%+23.6pp |
| Annual return | -18.29% | -15.10%-3.2pp | 9.14%-27.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $437 | $900-51.5% | $1,704-74.4% | $2,596-83.2% |
| Participant deferral / active EE | $2,118 | $1,522+39.1% | $2,658-20.3% | $4,028-47.4% |
| Admin fee / account holder | $446 | $2,022-77.9% | $3,974-88.8% | $5,403-91.7% |