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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 | $26,316 | $73,848-64.4% | $143,799-81.7% | $68,486-61.6% |
| Participation rate | 83.6% | 66.7%+16.9pp | 80.3%+3.3pp | 67.9%+15.7pp |
| Annual return | -13.50% | 0.91%-14.4pp | -0.04%-13.5pp | -7.85%-5.6pp |
| Employer contribution / active EE | $657 | $3,184-79.4% | $4,952-86.7% | $2,597-74.7% |
| Participant deferral / active EE | $1,843 | $3,385-45.5% | $5,638-67.3% | $4,028-54.2% |
| Admin fee / account holder | $692 | $5,755-88.0% | $14,677-95.3% | $5,404-87.2% |