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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 | $16,984 | $73,848-77.0% | $143,799-88.2% | $68,486-75.2% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -16.95% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,224 | $3,184-61.6% | $4,952-75.3% | $2,597-52.8% |
| Participant deferral / active EE | $2,336 | $3,385-31.0% | $5,638-58.6% | $4,028-42.0% |
| Admin fee / account holder | $1,876 | $5,755-67.4% | $14,677-87.2% | $5,404-65.3% |