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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 | $26,095 | $42,910-39.2% | $60,919-57.2% | $68,490-61.9% |
| Participation rate | 89.7% | 66.8%+23.0pp | 73.1%+16.6pp | 67.9%+21.8pp |
| Annual return | -14.86% | -13.99%-0.9pp | 16.96%-31.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,242 | $1,978+13.3% | $2,704-17.1% | $2,597-13.7% |
| Participant deferral / active EE | $8,378 | $2,866+192.4% | $3,814+119.6% | $4,028+108.0% |
| Admin fee / account holder | $2,414 | $3,104-22.2% | $3,228-25.2% | $5,403-55.3% |