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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 | $11,882 | $42,910-72.3% | $60,919-80.5% | $68,490-82.7% |
| Participation rate | 80.4% | 66.8%+13.7pp | 73.1%+7.3pp | 67.9%+12.5pp |
| Annual return | -9.48% | -13.99%+4.5pp | 16.96%-26.4pp | -7.85%-1.6pp |
| Employer contribution / active EE | $1,116 | $1,978-43.6% | $2,704-58.7% | $2,597-57.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $792 | $3,104-74.5% | $3,228-75.5% | $5,403-85.3% |