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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 | $19,638 | $49,280-60.1% | $67,313-70.8% | $64,173-69.4% |
| Participation rate | 91.2% | 60.8%+30.4pp | 69.1%+22.1pp | 69.6%+21.6pp |
| Annual return | -7.62% | -1.39%-6.2pp | -4.08%-3.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,206 | $1,668+32.2% | $2,566-14.0% | $2,381-7.3% |
| Participant deferral / active EE | $2,352 | $2,484-5.3% | $3,568-34.1% | $3,470-32.2% |
| Admin fee / account holder | $305 | $3,863-92.1% | $4,507-93.2% | $4,887-93.8% |