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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 | $30,753 | $56,339-45.4% | $104,301-70.5% | $68,486-55.1% |
| Participation rate | 93.9% | 63.3%+30.7pp | 73.3%+20.7pp | 67.9%+26.0pp |
| Annual return | -14.22% | -9.19%-5.0pp | 24.61%-38.8pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,212 | $1,960-38.2% | $3,373-64.1% | $2,597-53.3% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,322 | $4,902-73.0% | $7,340-82.0% | $5,404-75.5% |