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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 | $20,676 | $73,848-72.0% | $143,799-85.6% | $68,486-69.8% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -17.43% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,499 | $3,184-52.9% | $4,952-69.7% | $2,597-42.3% |
| Participant deferral / active EE | $2,663 | $3,385-21.3% | $5,638-52.8% | $4,028-33.9% |
| Admin fee / account holder | $413 | $5,755-92.8% | $14,677-97.2% | $5,404-92.4% |