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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 | $11,235 | $53,546-79.0% | $69,890-83.9% | $68,490-83.6% |
| Participation rate | 86.1% | 64.5%+21.6pp | 70.5%+15.6pp | 67.9%+18.2pp |
| Annual return | -15.08% | -13.87%-1.2pp | 190.84%-205.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $877 | $2,019-56.6% | $2,560-65.8% | $2,597-66.2% |
| Participant deferral / active EE | $2,330 | $2,957-21.2% | $3,848-39.5% | $4,028-42.2% |
| Admin fee / account holder | $1,895 | $4,693-59.6% | $6,267-69.8% | $5,403-64.9% |