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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 | $24,155 | $48,235-49.9% | $68,803-64.9% | $68,490-64.7% |
| Participation rate | 91.4% | 60.7%+30.8pp | 69.0%+22.4pp | 67.9%+23.5pp |
| Annual return | -11.94% | -12.70%+0.8pp | -6.37%-5.6pp | -7.85%-4.1pp |
| Employer contribution / active EE | $2,126 | $1,829+16.3% | $2,656-19.9% | $2,597-18.1% |
| Participant deferral / active EE | $6,198 | $2,867+116.2% | $3,942+57.2% | $4,028+53.9% |
| Admin fee / account holder | $10,670 | $4,361+144.7% | $4,936+116.2% | $5,403+97.5% |