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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 | $13,372 | $48,267-72.3% | $68,794-80.6% | $68,495-80.5% |
| Participation rate | 75.9% | 60.7%+15.2pp | 69.0%+6.8pp | 67.9%+8.0pp |
| Annual return | -19.51% | -12.70%-6.8pp | -6.37%-13.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $392 | $1,829-78.6% | $2,656-85.2% | $2,596-84.9% |
| Participant deferral / active EE | $1,153 | $2,867-59.8% | $3,941-70.7% | $4,028-71.4% |
| Admin fee / account holder | $508 | $4,362-88.4% | $4,934-89.7% | $5,403-90.6% |