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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 | $16,097 | $73,848-78.2% | $143,799-88.8% | $68,486-76.5% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -14.63% | 0.91%-15.5pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,376 | $3,184-56.8% | $4,952-72.2% | $2,597-47.0% |
| Participant deferral / active EE | $1,166 | $3,385-65.5% | $5,638-79.3% | $4,028-71.0% |
| Admin fee / account holder | $326 | $5,755-94.3% | $14,677-97.8% | $5,404-94.0% |