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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 | $28,292 | $42,910-34.1% | $60,919-53.6% | $68,490-58.7% |
| Participation rate | 97.4% | 66.8%+30.7pp | 73.1%+24.3pp | 67.9%+29.5pp |
| Annual return | -15.85% | -13.99%-1.9pp | 16.96%-32.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,207 | $1,978+112.6% | $2,704+55.6% | $2,597+62.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $693 | $3,104-77.7% | $3,228-78.5% | $5,403-87.2% |