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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 | $24,249 | $73,839-67.2% | $143,788-83.1% | $68,495-64.6% |
| Participation rate | 83.8% | 66.7%+17.1pp | 80.3%+3.4pp | 67.9%+15.9pp |
| Annual return | -16.41% | 1.01%-17.4pp | -0.03%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,114 | $3,184-65.0% | $4,952-77.5% | $2,596-57.1% |
| Participant deferral / active EE | $2,370 | $3,384-30.0% | $5,638-58.0% | $4,028-41.1% |
| Admin fee / account holder | $3,293 | $5,755-42.8% | $14,675-77.6% | $5,403-39.1% |