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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 | $24,868 | $64,716-61.6% | $112,258-77.8% | $68,495-63.7% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -18.83% | -11.40%-7.4pp | 27.47%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,059 | $2,746-25.0% | $3,636-43.4% | $2,596-20.7% |
| Participant deferral / active EE | $3,120 | $3,565-12.5% | $4,728-34.0% | $4,028-22.5% |
| Admin fee / account holder | $308 | $5,232-94.1% | $6,411-95.2% | $5,403-94.3% |