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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 | $24,198 | $42,917-43.6% | $60,899-60.3% | $68,495-64.7% |
| Participation rate | 96.7% | 66.8%+29.9pp | 73.1%+23.6pp | 67.9%+28.8pp |
| Annual return | -6.29% | -13.99%+7.7pp | 16.92%-23.2pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,582 | $1,979-20.1% | $2,702-41.5% | $2,596-39.1% |
| Participant deferral / active EE | $4,799 | $2,867+67.4% | $3,817+25.7% | $4,028+19.2% |
| Admin fee / account holder | $1,572 | $3,102-49.3% | $3,225-51.2% | $5,403-70.9% |