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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 | $21,913 | $42,909-48.9% | $60,906-64.0% | $68,486-68.0% |
| Participation rate | 98.4% | 66.8%+31.6pp | 73.1%+25.3pp | 67.9%+30.5pp |
| Annual return | -10.35% | -13.99%+3.6pp | 16.94%-27.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $2,850 | $1,979+44.0% | $2,703+5.4% | $2,597+9.8% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,291 | $3,104-26.2% | $3,227-29.0% | $5,404-57.6% |