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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 | $27,561 | $73,863-62.7% | $143,797-80.8% | $68,490-59.8% |
| Participation rate | 98.2% | 66.7%+31.5pp | 80.3%+17.9pp | 67.9%+30.3pp |
| Annual return | -15.74% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,188 | $3,185-31.3% | $4,952-55.8% | $2,597-15.7% |
| Participant deferral / active EE | $1,504 | $3,385-55.6% | $5,638-73.3% | $4,028-62.7% |
| Admin fee / account holder | $3,096 | $5,756-46.2% | $14,679-78.9% | $5,403-42.7% |