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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 | $12,166 | $53,162-77.1% | $91,225-86.7% | $68,495-82.2% |
| Participation rate | 94.9% | 63.2%+31.7pp | 73.2%+21.7pp | 67.9%+27.0pp |
| Annual return | -16.62% | -3.14%-13.5pp | 114.10%-130.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,705 | $1,709+58.3% | $2,851-5.1% | $2,596+4.2% |
| Participant deferral / active EE | $5,175 | $2,974+74.0% | $4,234+22.2% | $4,028+28.5% |
| Admin fee / account holder | $831 | $4,493-81.5% | $5,422-84.7% | $5,403-84.6% |