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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 | $22,607 | $73,863-69.4% | $143,797-84.3% | $68,490-67.0% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -10.07% | 0.91%-11.0pp | -0.04%-10.0pp | -7.85%-2.2pp |
| Employer contribution / active EE | $1,460 | $3,185-54.2% | $4,952-70.5% | $2,597-43.8% |
| Participant deferral / active EE | $2,769 | $3,385-18.2% | $5,638-50.9% | $4,028-31.3% |
| Admin fee / account holder | $3,953 | $5,756-31.3% | $14,679-73.1% | $5,403-26.8% |