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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 | $16,707 | $73,839-77.4% | $143,788-88.4% | $68,495-75.6% |
| Participation rate | 76.1% | 66.7%+9.5pp | 80.3%-4.2pp | 67.9%+8.2pp |
| Annual return | -16.34% | 1.01%-17.4pp | -0.03%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,085 | $3,184-65.9% | $4,952-78.1% | $2,596-58.2% |
| Participant deferral / active EE | $1,905 | $3,384-43.7% | $5,638-66.2% | $4,028-52.7% |
| Admin fee / account holder | $2,265 | $5,755-60.6% | $14,675-84.6% | $5,403-58.1% |