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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 | $20,431 | $64,719-68.4% | $112,249-81.8% | $68,486-70.2% |
| Participation rate | 82.6% | 67.2%+15.5pp | 75.1%+7.5pp | 67.9%+14.7pp |
| Annual return | -18.75% | -11.40%-7.4pp | 27.48%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,475 | $2,747-9.9% | $3,636-31.9% | $2,597-4.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $692 | $5,232-86.8% | $6,412-89.2% | $5,404-87.2% |