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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 | $15,013 | $73,863-79.7% | $143,797-89.6% | $68,490-78.1% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -13.84% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,759 | $3,185-44.8% | $4,952-64.5% | $2,597-32.2% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,766 | $5,756-69.3% | $14,679-88.0% | $5,403-67.3% |