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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 | $26,481 | $64,719-59.1% | $112,249-76.4% | $68,486-61.3% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.1%+14.9pp | 67.9%+22.1pp |
| Annual return | -12.90% | -11.40%-1.5pp | 27.48%-40.4pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,054 | $2,747-61.6% | $3,636-71.0% | $2,597-59.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,583 | $5,232+6.7% | $6,412-12.9% | $5,404+3.3% |