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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 | $17,979 | $73,863-75.7% | $143,797-87.5% | $68,490-73.7% |
| Participation rate | 82.5% | 66.7%+15.8pp | 80.3%+2.1pp | 67.9%+14.6pp |
| Annual return | -14.73% | 0.91%-15.6pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,084 | $3,185-65.9% | $4,952-78.1% | $2,597-58.2% |
| Participant deferral / active EE | $1,390 | $3,385-58.9% | $5,638-75.4% | $4,028-65.5% |
| Admin fee / account holder | $388 | $5,756-93.3% | $14,679-97.4% | $5,403-92.8% |