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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 | $11,379 | $73,863-84.6% | $143,797-92.1% | $68,490-83.4% |
| Participation rate | 73.3% | 66.7%+6.7pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -17.97% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $906 | $3,185-71.6% | $4,952-81.7% | $2,597-65.1% |
| Participant deferral / active EE | $2,265 | $3,385-33.1% | $5,638-59.8% | $4,028-43.8% |
| Admin fee / account holder | $748 | $5,756-87.0% | $14,679-94.9% | $5,403-86.1% |