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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 | $27,203 | $73,848-63.2% | $143,799-81.1% | $68,486-60.3% |
| Participation rate | 93.6% | 66.7%+27.0pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -18.50% | 0.91%-19.4pp | -0.04%-18.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $875 | $3,184-72.5% | $4,952-82.3% | $2,597-66.3% |
| Participant deferral / active EE | $4,188 | $3,385+23.7% | $5,638-25.7% | $4,028+4.0% |
| Admin fee / account holder | $1,105 | $5,755-80.8% | $14,677-92.5% | $5,404-79.6% |