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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 | $17,509 | $49,177-64.4% | $79,467-78.0% | $64,173-72.7% |
| Participation rate | 92.5% | 65.0%+27.5pp | 73.3%+19.2pp | 69.6%+22.9pp |
| Annual return | -6.61% | -1.16%-5.4pp | 718.30%-724.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $662 | $2,076-68.1% | $2,800-76.3% | $2,381-72.2% |
| Participant deferral / active EE | $2,233 | $2,821-20.9% | $3,704-39.7% | $3,470-35.7% |
| Admin fee / account holder | $1,014 | $3,839-73.6% | $5,104-80.1% | $4,887-79.2% |