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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 | $11,833 | $73,848-84.0% | $143,799-91.8% | $68,486-82.7% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -15.47% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,740 | $3,184-45.4% | $4,952-64.9% | $2,597-33.0% |
| Participant deferral / active EE | $1,340 | $3,385-60.4% | $5,638-76.2% | $4,028-66.7% |
| Admin fee / account holder | $1,593 | $5,755-72.3% | $14,677-89.1% | $5,404-70.5% |