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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 | $20,706 | $73,863-72.0% | $143,797-85.6% | $68,490-69.8% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -15.55% | 0.91%-16.5pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,782 | $3,185-44.0% | $4,952-64.0% | $2,597-31.4% |
| Participant deferral / active EE | $1,044 | $3,385-69.2% | $5,638-81.5% | $4,028-74.1% |
| Admin fee / account holder | $472 | $5,756-91.8% | $14,679-96.8% | $5,403-91.3% |