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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 | $23,081 | $73,839-68.7% | $143,788-83.9% | $68,495-66.3% |
| Participation rate | 81.4% | 66.7%+14.7pp | 80.3%+1.0pp | 67.9%+13.5pp |
| Annual return | -17.22% | 1.01%-18.2pp | -0.03%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,415 | $3,184-55.6% | $4,952-71.4% | $2,596-45.5% |
| Participant deferral / active EE | $2,942 | $3,384-13.1% | $5,638-47.8% | $4,028-27.0% |
| Admin fee / account holder | $570 | $5,755-90.1% | $14,675-96.1% | $5,403-89.5% |