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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 | $12,356 | $73,867-83.3% | $143,770-91.4% | $68,498-82.0% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -16.17% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,052 | $3,184-35.6% | $4,951-58.6% | $2,596-21.0% |
| Participant deferral / active EE | $1,793 | $3,384-47.0% | $5,638-68.2% | $4,027-55.5% |
| Admin fee / account holder | $881 | $5,755-84.7% | $14,673-94.0% | $5,403-83.7% |