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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 | $11,422 | $73,839-84.5% | $143,788-92.1% | $68,495-83.3% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -18.42% | 1.01%-19.4pp | -0.03%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $804 | $3,184-74.7% | $4,952-83.8% | $2,596-69.0% |
| Participant deferral / active EE | $2,101 | $3,384-37.9% | $5,638-62.7% | $4,028-47.8% |
| Admin fee / account holder | $935 | $5,755-83.7% | $14,675-93.6% | $5,403-82.7% |