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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 | $21,737 | $73,839-70.6% | $143,788-84.9% | $68,495-68.3% |
| Participation rate | 82.5% | 66.7%+15.8pp | 80.3%+2.2pp | 67.9%+14.6pp |
| Annual return | -16.95% | 1.01%-18.0pp | -0.03%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,547 | $3,184-51.4% | $4,952-68.8% | $2,596-40.4% |
| Participant deferral / active EE | $2,136 | $3,384-36.9% | $5,638-62.1% | $4,028-47.0% |
| Admin fee / account holder | $824 | $5,755-85.7% | $14,675-94.4% | $5,403-84.7% |