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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 | $14,807 | $73,848-79.9% | $143,799-89.7% | $68,486-78.4% |
| Participation rate | 78.3% | 66.7%+11.6pp | 80.3%-2.1pp | 67.9%+10.4pp |
| Annual return | -13.34% | 0.91%-14.3pp | -0.04%-13.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,918 | $3,184-39.8% | $4,952-61.3% | $2,597-26.1% |
| Participant deferral / active EE | $1,747 | $3,385-48.4% | $5,638-69.0% | $4,028-56.6% |
| Admin fee / account holder | $413 | $5,755-92.8% | $14,677-97.2% | $5,404-92.4% |