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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 | $24,544 | $69,541-64.7% | $59,899-59.0% | $135,380-81.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.7%+3.1pp | 82.6%-4.9pp |
| Annual return | -5.92% | 7.95%-13.9pp | 3.46%-9.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,210 | $3,236-62.6% | $2,723-55.5% | $4,779-74.7% |
| Participant deferral / active EE | $1,966 | $4,206-53.3% | $3,402-42.2% | $5,609-65.0% |
| Admin fee / account holder | $519 | $5,737-90.9% | $3,592-85.5% | $10,828-95.2% |