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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 | $12,977 | $73,839-82.4% | $143,788-91.0% | $68,495-81.1% |
| Participation rate | 71.8% | 66.7%+5.2pp | 80.3%-8.5pp | 67.9%+3.9pp |
| Annual return | -14.46% | 1.01%-15.5pp | -0.03%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,822 | $3,184-42.8% | $4,952-63.2% | $2,596-29.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,831 | $5,755-68.2% | $14,675-87.5% | $5,403-66.1% |