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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 | $22,221 | $73,867-69.9% | $143,770-84.5% | $68,498-67.6% |
| Participation rate | 91.1% | 66.7%+24.5pp | 80.3%+10.8pp | 67.9%+23.2pp |
| Annual return | -16.09% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $932 | $3,184-70.7% | $4,951-81.2% | $2,596-64.1% |
| Participant deferral / active EE | $4,978 | $3,384+47.1% | $5,638-11.7% | $4,027+23.6% |
| Admin fee / account holder | $1,467 | $5,755-74.5% | $14,673-90.0% | $5,403-72.9% |