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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 | $19,165 | $73,863-74.1% | $143,797-86.7% | $68,490-72.0% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -15.89% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $778 | $3,185-75.6% | $4,952-84.3% | $2,597-70.0% |
| Participant deferral / active EE | $3,878 | $3,385+14.6% | $5,638-31.2% | $4,028-3.7% |
| Admin fee / account holder | $584 | $5,756-89.9% | $14,679-96.0% | $5,403-89.2% |