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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 | $25,514 | $73,839-65.4% | $143,788-82.3% | $68,495-62.8% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -16.39% | 1.01%-17.4pp | -0.03%-16.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $743 | $3,184-76.7% | $4,952-85.0% | $2,596-71.4% |
| Participant deferral / active EE | $2,768 | $3,384-18.2% | $5,638-50.9% | $4,028-31.3% |
| Admin fee / account holder | $309 | $5,755-94.6% | $14,675-97.9% | $5,403-94.3% |