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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 | $10,588 | $73,863-85.7% | $143,797-92.6% | $68,490-84.5% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -19.02% | 0.91%-19.9pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,210 | $3,185-62.0% | $4,952-75.6% | $2,597-53.4% |
| Participant deferral / active EE | $3,132 | $3,385-7.5% | $5,638-44.5% | $4,028-22.2% |
| Admin fee / account holder | $341 | $5,756-94.1% | $14,679-97.7% | $5,403-93.7% |