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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 | $28,664 | $64,729-55.7% | $112,263-74.5% | $68,490-58.1% |
| Participation rate | 97.1% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | -19.10% | -11.40%-7.7pp | 27.49%-46.6pp | -7.85%-11.2pp |
| Employer contribution / active EE | $735 | $2,746-73.2% | $3,636-79.8% | $2,597-71.7% |
| Participant deferral / active EE | $2,087 | $3,566-41.5% | $4,729-55.9% | $4,028-48.2% |
| Admin fee / account holder | $373 | $5,222-92.9% | $6,410-94.2% | $5,403-93.1% |