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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 | $10,037 | $73,848-86.4% | $143,799-93.0% | $68,486-85.3% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -17.92% | 0.91%-18.8pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,380 | $3,184-56.7% | $4,952-72.1% | $2,597-46.9% |
| Participant deferral / active EE | $1,391 | $3,385-58.9% | $5,638-75.3% | $4,028-65.5% |
| Admin fee / account holder | $495 | $5,755-91.4% | $14,677-96.6% | $5,404-90.8% |