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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 | $21,280 | $42,910-50.4% | $60,919-65.1% | $68,490-68.9% |
| Participation rate | 88.6% | 66.8%+21.8pp | 73.1%+15.5pp | 67.9%+20.7pp |
| Annual return | -13.56% | -13.99%+0.4pp | 16.96%-30.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,711 | $1,978-13.5% | $2,704-36.7% | $2,597-34.1% |
| Participant deferral / active EE | $972 | $2,866-66.1% | $3,814-74.5% | $4,028-75.9% |
| Admin fee / account holder | $2,408 | $3,104-22.4% | $3,228-25.4% | $5,403-55.4% |