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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 | $20,454 | $49,177-58.4% | $79,467-74.3% | $64,173-68.1% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.6%+25.2pp |
| Annual return | -7.81% | -1.16%-6.7pp | 718.30%-726.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $407 | $2,076-80.4% | $2,800-85.5% | $2,381-82.9% |
| Participant deferral / active EE | $2,068 | $2,821-26.7% | $3,704-44.2% | $3,470-40.4% |
| Admin fee / account holder | $523 | $3,839-86.4% | $5,104-89.8% | $4,887-89.3% |