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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 | $14,552 | $42,383-65.7% | $76,518-81.0% | $64,173-77.3% |
| Participation rate | 93.6% | 58.1%+35.5pp | 68.0%+25.6pp | 69.6%+24.0pp |
| Annual return | -8.80% | -16.54%+7.7pp | -0.27%-8.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,109 | $1,563+34.9% | $2,647-20.3% | $2,381-11.4% |
| Participant deferral / active EE | $2,755 | $2,566+7.4% | $3,836-28.2% | $3,470-20.6% |
| Admin fee / account holder | $599 | $3,198-81.3% | $4,849-87.6% | $4,887-87.7% |