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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 | $11,119 | $73,848-84.9% | $143,799-92.3% | $68,486-83.8% |
| Participation rate | 71.0% | 66.7%+4.3pp | 80.3%-9.3pp | 67.9%+3.1pp |
| Annual return | -15.67% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,017 | $3,184-68.1% | $4,952-79.5% | $2,597-60.8% |
| Participant deferral / active EE | $2,530 | $3,385-25.2% | $5,638-55.1% | $4,028-37.2% |
| Admin fee / account holder | $3,656 | $5,755-36.5% | $14,677-75.1% | $5,404-32.4% |