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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 | $27,780 | $64,706-57.1% | $112,244-75.3% | $68,498-59.4% |
| Participation rate | 96.6% | 67.1%+29.5pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -12.52% | -11.40%-1.1pp | 27.46%-40.0pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,695 | $2,746-38.3% | $3,635-53.4% | $2,596-34.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,593 | $5,231-69.5% | $6,411-75.1% | $5,403-70.5% |