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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 | $11,713 | $73,863-84.1% | $143,797-91.9% | $68,490-82.9% |
| Participation rate | 96.2% | 66.7%+29.6pp | 80.3%+15.9pp | 67.9%+28.3pp |
| Annual return | -18.72% | 0.91%-19.6pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,308 | $3,185-58.9% | $4,952-73.6% | $2,597-49.6% |
| Participant deferral / active EE | $5,128 | $3,385+51.5% | $5,638-9.0% | $4,028+27.3% |
| Admin fee / account holder | $3,618 | $5,756-37.1% | $14,679-75.4% | $5,403-33.0% |