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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 | $26,692 | $64,729-58.8% | $112,263-76.2% | $68,490-61.0% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -13.62% | -11.40%-2.2pp | 27.49%-41.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $5,534 | $2,746+101.5% | $3,636+52.2% | $2,597+113.1% |
| Participant deferral / active EE | $1,841 | $3,566-48.4% | $4,729-61.1% | $4,028-54.3% |
| Admin fee / account holder | $677 | $5,222-87.0% | $6,410-89.4% | $5,403-87.5% |