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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 | $20,583 | $73,848-72.1% | $143,799-85.7% | $68,486-69.9% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -16.90% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $956 | $3,184-70.0% | $4,952-80.7% | $2,597-63.2% |
| Participant deferral / active EE | $1,646 | $3,385-51.4% | $5,638-70.8% | $4,028-59.1% |
| Admin fee / account holder | $2,121 | $5,755-63.1% | $14,677-85.6% | $5,404-60.8% |