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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 | $23,806 | $52,836-54.9% | $105,738-77.5% | $64,181-62.9% |
| Participation rate | 97.1% | 66.5%+30.6pp | 76.3%+20.8pp | 69.6%+27.6pp |
| Annual return | -7.03% | 14.30%-21.3pp | 6.27%-13.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,029 | $1,827+11.0% | $3,268-37.9% | $2,381-14.8% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $740 | $3,959-81.3% | $6,913-89.3% | $4,887-84.8% |