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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 | $11,121 | $73,848-84.9% | $143,799-92.3% | $68,486-83.8% |
| Participation rate | 84.8% | 66.7%+18.1pp | 80.3%+4.5pp | 67.9%+16.9pp |
| Annual return | -18.68% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,385 | $3,184-56.5% | $4,952-72.0% | $2,597-46.7% |
| Participant deferral / active EE | $1,275 | $3,385-62.3% | $5,638-77.4% | $4,028-68.3% |
| Admin fee / account holder | $1,235 | $5,755-78.5% | $14,677-91.6% | $5,404-77.1% |