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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 | $29,988 | $42,909-30.1% | $60,906-50.8% | $68,486-56.2% |
| Participation rate | 82.9% | 66.8%+16.1pp | 73.1%+9.8pp | 67.9%+15.0pp |
| Annual return | -14.73% | -13.99%-0.7pp | 16.94%-31.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $872 | $1,979-55.9% | $2,703-67.8% | $2,597-66.4% |
| Participant deferral / active EE | $1,356 | $2,866-52.7% | $3,814-64.5% | $4,028-66.3% |
| Admin fee / account holder | $491 | $3,104-84.2% | $3,227-84.8% | $5,404-90.9% |