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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 | $18,618 | $100,805-81.5% | $86,698-78.5% | $134,532-86.2% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -19.18% | 29.09%-48.3pp | 35.95%-55.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,299 | $3,490-62.8% | $2,837-54.2% | $4,741-72.6% |
| Participant deferral / active EE | $2,845 | $5,339-46.7% | $4,656-38.9% | $6,401-55.6% |
| Admin fee / account holder | $469 | $10,925-95.7% | $7,493-93.7% | $11,429-95.9% |