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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 | $23,417 | $42,909-45.4% | $60,906-61.6% | $68,486-65.8% |
| Participation rate | 98.6% | 66.8%+31.8pp | 73.1%+25.5pp | 67.9%+30.7pp |
| Annual return | -10.88% | -13.99%+3.1pp | 16.94%-27.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $731 | $1,979-63.0% | $2,703-72.9% | $2,597-71.8% |
| Participant deferral / active EE | $2,113 | $2,866-26.3% | $3,814-44.6% | $4,028-47.5% |
| Admin fee / account holder | $5,314 | $3,104+71.2% | $3,227+64.7% | $5,404-1.7% |