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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 | $19,667 | $73,863-73.4% | $143,797-86.3% | $68,490-71.3% |
| Participation rate | 88.4% | 66.7%+21.7pp | 80.3%+8.1pp | 67.9%+20.5pp |
| Annual return | -16.17% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,378 | $3,185-56.7% | $4,952-72.2% | $2,597-46.9% |
| Participant deferral / active EE | $1,037 | $3,385-69.4% | $5,638-81.6% | $4,028-74.2% |
| Admin fee / account holder | $1,521 | $5,756-73.6% | $14,679-89.6% | $5,403-71.8% |