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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 | $12,090 | $42,383-71.5% | $76,518-84.2% | $64,173-81.2% |
| Participation rate | 94.2% | 58.1%+36.1pp | 68.0%+26.2pp | 69.6%+24.6pp |
| Annual return | -8.26% | -16.54%+8.3pp | -0.27%-8.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,520 | $1,563+125.2% | $2,647+33.0% | $2,381+47.8% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,359 | $3,198-57.5% | $4,849-72.0% | $4,887-72.2% |