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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 | $26,609 | $42,917-38.0% | $60,899-56.3% | $68,495-61.2% |
| Participation rate | 88.6% | 66.8%+21.8pp | 73.1%+15.5pp | 67.9%+20.7pp |
| Annual return | -14.28% | -13.99%-0.3pp | 16.92%-31.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,118 | $1,979-43.5% | $2,702-58.6% | $2,596-57.0% |
| Participant deferral / active EE | $2,370 | $2,867-17.3% | $3,817-37.9% | $4,028-41.2% |
| Admin fee / account holder | $7,239 | $3,102+133.4% | $3,225+124.5% | $5,403+34.0% |