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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 | $10,625 | $42,909-75.2% | $60,906-82.6% | $68,486-84.5% |
| Participation rate | 92.9% | 66.8%+26.1pp | 73.1%+19.8pp | 67.9%+25.0pp |
| Annual return | -16.90% | -13.99%-2.9pp | 16.94%-33.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $705 | $1,979-64.4% | $2,703-73.9% | $2,597-72.9% |
| Participant deferral / active EE | $1,058 | $2,866-63.1% | $3,814-72.3% | $4,028-73.7% |
| Admin fee / account holder | $1,313 | $3,104-57.7% | $3,227-59.3% | $5,404-75.7% |