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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 | $24,985 | $46,697-46.5% | $117,529-78.7% | $68,490-63.5% |
| Participation rate | 96.7% | 56.8%+39.9pp | 70.6%+26.1pp | 67.9%+28.8pp |
| Annual return | -15.89% | -14.52%-1.4pp | 29.77%-45.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,896 | $1,506+92.3% | $4,179-30.7% | $2,597+11.5% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,147 | $4,023-71.5% | $5,645-79.7% | $5,403-78.8% |