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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 | $13,536 | $48,235-71.9% | $68,803-80.3% | $68,490-80.2% |
| Participation rate | 83.3% | 60.7%+22.7pp | 69.0%+14.3pp | 67.9%+15.4pp |
| Annual return | -18.49% | -12.70%-5.8pp | -6.37%-12.1pp | -7.85%-10.6pp |
| Employer contribution / active EE | $406 | $1,829-77.8% | $2,656-84.7% | $2,597-84.4% |
| Participant deferral / active EE | $1,091 | $2,867-61.9% | $3,942-72.3% | $4,028-72.9% |
| Admin fee / account holder | $351 | $4,361-91.9% | $4,936-92.9% | $5,403-93.5% |