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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 | $18,279 | $42,909-57.4% | $60,906-70.0% | $68,486-73.3% |
| Participation rate | 96.5% | 66.8%+29.7pp | 73.1%+23.4pp | 67.9%+28.6pp |
| Annual return | -8.12% | -13.99%+5.9pp | 16.94%-25.1pp | -7.85%-0.3pp |
| Employer contribution / active EE | $1,057 | $1,979-46.6% | $2,703-60.9% | $2,597-59.3% |
| Participant deferral / active EE | $1,548 | $2,866-46.0% | $3,814-59.4% | $4,028-61.6% |
| Admin fee / account holder | $388 | $3,104-87.5% | $3,227-88.0% | $5,404-92.8% |