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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 | $36,107 | $73,848-51.1% | $143,799-74.9% | $68,486-47.3% |
| Participation rate | 70.2% | 66.7%+3.6pp | 80.3%-10.1pp | 67.9%+2.3pp |
| Annual return | -16.63% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $541 | $3,184-83.0% | $4,952-89.1% | $2,597-79.2% |
| Participant deferral / active EE | $2,028 | $3,385-40.1% | $5,638-64.0% | $4,028-49.6% |
| Admin fee / account holder | $968 | $5,755-83.2% | $14,677-93.4% | $5,404-82.1% |