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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 | $17,921 | $42,910-58.2% | $60,919-70.6% | $68,490-73.8% |
| Participation rate | 95.5% | 66.8%+28.7pp | 73.1%+22.4pp | 67.9%+27.6pp |
| Annual return | -14.57% | -13.99%-0.6pp | 16.96%-31.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,261 | $1,978+14.3% | $2,704-16.4% | $2,597-12.9% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,108 | $3,104-64.3% | $3,228-65.7% | $5,403-79.5% |