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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 | $35,134 | $73,863-52.4% | $143,797-75.6% | $68,490-48.7% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -17.16% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,223 | $3,185+1.2% | $4,952-34.9% | $2,597+24.1% |
| Participant deferral / active EE | $6,522 | $3,385+92.7% | $5,638+15.7% | $4,028+61.9% |
| Admin fee / account holder | $2,270 | $5,756-60.6% | $14,679-84.5% | $5,403-58.0% |