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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 | $17,235 | $73,863-76.7% | $143,797-88.0% | $68,490-74.8% |
| Participation rate | 77.3% | 66.7%+10.7pp | 80.3%-3.0pp | 67.9%+9.4pp |
| Annual return | -17.54% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,083 | $3,185-66.0% | $4,952-78.1% | $2,597-58.3% |
| Participant deferral / active EE | $2,361 | $3,385-30.3% | $5,638-58.1% | $4,028-41.4% |
| Admin fee / account holder | $700 | $5,756-87.8% | $14,679-95.2% | $5,403-87.0% |