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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 | $18,750 | $73,848-74.6% | $143,799-87.0% | $68,486-72.6% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -10.59% | 0.91%-11.5pp | -0.04%-10.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $2,116 | $3,184-33.5% | $4,952-57.3% | $2,597-18.5% |
| Participant deferral / active EE | $1,978 | $3,385-41.6% | $5,638-64.9% | $4,028-50.9% |
| Admin fee / account holder | $742 | $5,755-87.1% | $14,677-94.9% | $5,404-86.3% |