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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 | $41,934 | $45,872-8.6% | $77,100-45.6% | $68,490-38.8% |
| Participation rate | 92.9% | 55.9%+36.9pp | 67.9%+24.9pp | 67.9%+25.0pp |
| Annual return | -12.23% | 1.73%-14.0pp | 42.35%-54.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,395 | $1,650-15.4% | $2,815-50.4% | $2,597-46.3% |
| Participant deferral / active EE | $6,280 | $2,963+112.0% | $4,430+41.8% | $4,028+55.9% |
| Admin fee / account holder | $1,322 | $3,041-56.5% | $5,443-75.7% | $5,403-75.5% |