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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 | $25,220 | $65,125-61.3% | $143,797-82.5% | $66,949-62.3% |
| Participation rate | 79.2% | 65.2%+14.0pp | 80.3%-1.2pp | 69.8%+9.3pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.04%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $1,594 | $2,362-32.5% | $4,952-67.8% | $2,545-37.4% |
| Participant deferral / active EE | $2,964 | $2,920+1.5% | $5,638-47.4% | $4,239-30.1% |
| Admin fee / account holder | $1,546 | $503+207.6% | $14,679-89.5% | $594+160.5% |