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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 | $16,177 | $46,697-65.4% | $117,533-86.2% | $68,486-76.4% |
| Participation rate | 86.8% | 56.8%+30.0pp | 70.6%+16.2pp | 67.9%+18.9pp |
| Annual return | -8.78% | -14.52%+5.7pp | 29.77%-38.6pp | -7.85%-0.9pp |
| Employer contribution / active EE | $791 | $1,506-47.4% | $4,179-81.1% | $2,597-69.5% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $573 | $4,023-85.8% | $5,647-89.8% | $5,404-89.4% |