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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 | $26,971 | $45,872-41.2% | $77,096-65.0% | $68,486-60.6% |
| Participation rate | 94.4% | 55.9%+38.5pp | 67.9%+26.5pp | 67.9%+26.6pp |
| Annual return | -16.60% | 1.73%-18.3pp | 42.35%-58.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $307 | $1,650-81.4% | $2,814-89.1% | $2,597-88.2% |
| Participant deferral / active EE | $2,387 | $2,963-19.4% | $4,429-46.1% | $4,028-40.7% |
| Admin fee / account holder | $2,965 | $3,041-2.5% | $5,428-45.4% | $5,404-45.1% |