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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 | $15,979 | $42,909-62.8% | $60,906-73.8% | $68,486-76.7% |
| Participation rate | 92.0% | 66.8%+25.2pp | 73.1%+18.9pp | 67.9%+24.1pp |
| Annual return | -5.24% | -13.99%+8.8pp | 16.94%-22.2pp | -7.85%+2.6pp |
| Employer contribution / active EE | $591 | $1,979-70.1% | $2,703-78.1% | $2,597-77.2% |
| Participant deferral / active EE | $1,193 | $2,866-58.4% | $3,814-68.7% | $4,028-70.4% |
| Admin fee / account holder | $3,129 | $3,104+0.8% | $3,227-3.0% | $5,404-42.1% |