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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 | $22,641 | $73,848-69.3% | $143,799-84.3% | $68,486-66.9% |
| Participation rate | 94.7% | 66.7%+28.1pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -13.72% | 0.91%-14.6pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,761 | $3,184-44.7% | $4,952-64.4% | $2,597-32.2% |
| Participant deferral / active EE | $1,369 | $3,385-59.5% | $5,638-75.7% | $4,028-66.0% |
| Admin fee / account holder | $5,629 | $5,755-2.2% | $14,677-61.7% | $5,404+4.2% |