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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 | $17,589 | $73,839-76.2% | $143,788-87.8% | $68,495-74.3% |
| Participation rate | 73.3% | 66.7%+6.7pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -17.22% | 1.01%-18.2pp | -0.03%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,072 | $3,184-66.3% | $4,952-78.4% | $2,596-58.7% |
| Participant deferral / active EE | $1,747 | $3,384-48.4% | $5,638-69.0% | $4,028-56.6% |
| Admin fee / account holder | $1,535 | $5,755-73.3% | $14,675-89.5% | $5,403-71.6% |