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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 | $22,921 | $73,863-69.0% | $143,797-84.1% | $68,490-66.5% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -18.91% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,741 | $3,185-45.3% | $4,952-64.8% | $2,597-32.9% |
| Participant deferral / active EE | $2,441 | $3,385-27.9% | $5,638-56.7% | $4,028-39.4% |
| Admin fee / account holder | $862 | $5,756-85.0% | $14,679-94.1% | $5,403-84.0% |