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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 | $8,325 | $48,267-82.8% | $68,808-87.9% | $68,486-87.8% |
| Participation rate | 87.5% | 60.7%+26.8pp | 69.0%+18.5pp | 67.9%+19.6pp |
| Annual return | -17.97% | -12.70%-5.3pp | -6.37%-11.6pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,060 | $2,867-28.2% | $3,942-47.7% | $4,028-48.9% |
| Admin fee / account holder | $1,301 | $4,362-70.2% | $4,936-73.6% | $5,404-75.9% |