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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 | $17,412 | $73,863-76.4% | $143,797-87.9% | $68,490-74.6% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -17.50% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,126 | $3,185-64.6% | $4,952-77.3% | $2,597-56.6% |
| Participant deferral / active EE | $2,555 | $3,385-24.5% | $5,638-54.7% | $4,028-36.6% |
| Admin fee / account holder | $1,102 | $5,756-80.9% | $14,679-92.5% | $5,403-79.6% |