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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 | $30,607 | $49,177-37.8% | $79,467-61.5% | $64,173-52.3% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.3%-0.6pp | 69.6%+3.2pp |
| Annual return | -6.88% | -1.16%-5.7pp | 718.30%-725.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,328 | $2,076-36.1% | $2,800-52.6% | $2,381-44.2% |
| Participant deferral / active EE | $1,525 | $2,821-46.0% | $3,704-58.8% | $3,470-56.1% |
| Admin fee / account holder | $375 | $3,839-90.2% | $5,104-92.7% | $4,887-92.3% |