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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 | $10,519 | $45,872-77.1% | $77,096-86.4% | $68,486-84.6% |
| Participation rate | 87.0% | 55.9%+31.1pp | 67.9%+19.1pp | 67.9%+19.1pp |
| Annual return | -16.38% | 1.73%-18.1pp | 42.35%-58.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,304 | $2,963+11.5% | $4,429-25.4% | $4,028-18.0% |
| Admin fee / account holder | $1,116 | $3,041-63.3% | $5,428-79.4% | $5,404-79.4% |