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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 | $24,969 | $64,729-61.4% | $112,263-77.8% | $68,490-63.5% |
| Participation rate | 95.2% | 67.2%+28.1pp | 75.1%+20.2pp | 67.9%+27.3pp |
| Annual return | -18.85% | -11.40%-7.4pp | 27.49%-46.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,134 | $2,746-22.3% | $3,636-41.3% | $2,597-17.8% |
| Participant deferral / active EE | $2,152 | $3,566-39.6% | $4,729-54.5% | $4,028-46.6% |
| Admin fee / account holder | $382 | $5,222-92.7% | $6,410-94.0% | $5,403-92.9% |