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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 | $16,265 | $53,162-69.4% | $91,227-82.2% | $68,490-76.3% |
| Participation rate | 83.8% | 63.2%+20.6pp | 73.2%+10.6pp | 67.9%+15.9pp |
| Annual return | -3.08% | -3.14%+0.1pp | 114.14%-117.2pp | -7.85%+4.8pp |
| Employer contribution / active EE | $2,703 | $1,709+58.1% | $2,851-5.2% | $2,597+4.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,005 | $4,493-77.6% | $5,423-81.5% | $5,403-81.4% |