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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 | $19,412 | $25,979-25.3% | $71,778-73.0% | $68,490-71.7% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -15.42% | -15.10%-0.3pp | 9.15%-24.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $390 | $900-56.7% | $1,704-77.1% | $2,597-85.0% |
| Participant deferral / active EE | $1,561 | $1,522+2.6% | $2,656-41.2% | $4,028-61.2% |
| Admin fee / account holder | $958 | $2,022-52.6% | $3,974-75.9% | $5,403-82.3% |