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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 | $27,695 | $73,863-62.5% | $143,797-80.7% | $68,490-59.6% |
| Participation rate | 93.0% | 66.7%+26.4pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -14.75% | 0.91%-15.7pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $991 | $3,185-68.9% | $4,952-80.0% | $2,597-61.9% |
| Participant deferral / active EE | $2,717 | $3,385-19.7% | $5,638-51.8% | $4,028-32.5% |
| Admin fee / account holder | $1,291 | $5,756-77.6% | $14,679-91.2% | $5,403-76.1% |