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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 | $39,676 | $73,848-46.3% | $143,799-72.4% | $68,486-42.1% |
| Participation rate | 81.0% | 66.7%+14.4pp | 80.3%+0.7pp | 67.9%+13.1pp |
| Annual return | -11.46% | 0.91%-12.4pp | -0.04%-11.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $2,584 | $3,184-18.9% | $4,952-47.8% | $2,597-0.5% |
| Participant deferral / active EE | $2,354 | $3,385-30.5% | $5,638-58.3% | $4,028-41.6% |
| Admin fee / account holder | $410 | $5,755-92.9% | $14,677-97.2% | $5,404-92.4% |