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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 | $20,854 | $73,863-71.8% | $143,797-85.5% | $68,490-69.6% |
| Participation rate | 80.5% | 66.7%+13.8pp | 80.3%+0.2pp | 67.9%+12.6pp |
| Annual return | -16.36% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,243 | $3,185-61.0% | $4,952-74.9% | $2,597-52.1% |
| Participant deferral / active EE | $3,078 | $3,385-9.1% | $5,638-45.4% | $4,028-23.6% |
| Admin fee / account holder | $484 | $5,756-91.6% | $14,679-96.7% | $5,403-91.0% |