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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 | $11,670 | $48,267-75.8% | $68,808-83.0% | $68,486-83.0% |
| Participation rate | 95.7% | 60.7%+35.0pp | 69.0%+26.6pp | 67.9%+27.8pp |
| Annual return | -7.92% | -12.70%+4.8pp | -6.37%-1.5pp | -7.85%-0.1pp |
| Employer contribution / active EE | $2,504 | $1,829+36.9% | $2,656-5.7% | $2,597-3.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,176 | $4,362-73.0% | $4,936-76.2% | $5,404-78.2% |