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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 | $23,680 | $73,848-67.9% | $143,799-83.5% | $68,486-65.4% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -16.20% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,780 | $3,184-44.1% | $4,952-64.1% | $2,597-31.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $929 | $5,755-83.9% | $14,677-93.7% | $5,404-82.8% |