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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 | $13,932 | $73,839-81.1% | $143,788-90.3% | $68,495-79.7% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -12.99% | 1.01%-14.0pp | -0.03%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,897 | $3,184-9.0% | $4,952-41.5% | $2,596+11.6% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,062 | $5,755-46.8% | $14,675-79.1% | $5,403-43.3% |