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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 | $19,584 | $73,848-73.5% | $143,799-86.4% | $68,486-71.4% |
| Participation rate | 82.9% | 66.7%+16.2pp | 80.3%+2.5pp | 67.9%+15.0pp |
| Annual return | -15.80% | 0.91%-16.7pp | -0.04%-15.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,633 | $3,184-17.3% | $4,952-46.8% | $2,597+1.4% |
| Participant deferral / active EE | $5,937 | $3,385+75.4% | $5,638+5.3% | $4,028+47.4% |
| Admin fee / account holder | $2,791 | $5,755-51.5% | $14,677-81.0% | $5,404-48.4% |