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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 | $26,930 | $42,910-37.2% | $60,919-55.8% | $68,490-60.7% |
| Participation rate | 96.2% | 66.8%+29.4pp | 73.1%+23.1pp | 67.9%+28.3pp |
| Annual return | -6.91% | -13.99%+7.1pp | 16.96%-23.9pp | -7.85%+0.9pp |
| Employer contribution / active EE | $2,414 | $1,978+22.0% | $2,704-10.7% | $2,597-7.0% |
| Participant deferral / active EE | $892 | $2,866-68.9% | $3,814-76.6% | $4,028-77.9% |
| Admin fee / account holder | $2,649 | $3,104-14.7% | $3,228-17.9% | $5,403-51.0% |