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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 | $16,933 | $73,848-77.1% | $143,799-88.2% | $68,486-75.3% |
| Participation rate | 98.1% | 66.7%+31.5pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | -6.57% | 0.91%-7.5pp | -0.04%-6.5pp | -7.85%+1.3pp |
| Employer contribution / active EE | $1,007 | $3,184-68.4% | $4,952-79.7% | $2,597-61.2% |
| Participant deferral / active EE | $1,259 | $3,385-62.8% | $5,638-77.7% | $4,028-68.7% |
| Admin fee / account holder | $3,830 | $5,755-33.4% | $14,677-73.9% | $5,404-29.1% |