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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 | $30,671 | $45,872-33.1% | $77,081-60.2% | $68,495-55.2% |
| Participation rate | 90.0% | 55.9%+34.1pp | 67.9%+22.1pp | 67.9%+22.1pp |
| Annual return | -15.06% | 1.73%-16.8pp | 42.33%-57.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,108 | $1,650-32.8% | $2,813-60.6% | $2,596-57.3% |
| Participant deferral / active EE | $1,741 | $2,963-41.2% | $4,428-60.7% | $4,028-56.8% |
| Admin fee / account holder | $702 | $3,041-76.9% | $5,427-87.1% | $5,403-87.0% |