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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 | $18,381 | $46,697-60.6% | $117,533-84.4% | $68,486-73.2% |
| Participation rate | 87.1% | 56.8%+30.3pp | 70.6%+16.5pp | 67.9%+19.2pp |
| Annual return | -14.98% | -14.52%-0.5pp | 29.77%-44.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,541 | $1,506+2.4% | $4,179-63.1% | $2,597-40.7% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $365 | $4,023-90.9% | $5,647-93.5% | $5,404-93.2% |