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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 | $28,837 | $81,870-64.8% | $119,634-75.9% | $68,490-57.9% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.4pp | 67.9%+17.8pp |
| Annual return | -18.56% | -23.82%+5.3pp | -14.98%-3.6pp | -7.85%-10.7pp |
| Employer contribution / active EE | $3,571 | $2,692+32.7% | $4,232-15.6% | $2,597+37.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,468 | $6,583-77.7% | $10,329-85.8% | $5,403-72.8% |