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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 | $27,673 | $73,839-62.5% | $143,788-80.8% | $68,495-59.6% |
| Participation rate | 81.2% | 66.7%+14.5pp | 80.3%+0.8pp | 67.9%+13.3pp |
| Annual return | -14.13% | 1.01%-15.1pp | -0.03%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,382 | $3,184-56.6% | $4,952-72.1% | $2,596-46.8% |
| Participant deferral / active EE | $2,368 | $3,384-30.0% | $5,638-58.0% | $4,028-41.2% |
| Admin fee / account holder | $588 | $5,755-89.8% | $14,675-96.0% | $5,403-89.1% |