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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 | $65,113 | $73,019-10.8% | $90,766-28.3% | $68,490-4.9% |
| Participation rate | 70.7% | 70.8%-0.1pp | 75.7%-5.0pp | 67.9%+2.8pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,402 | $2,193-36.1% | $2,922-52.0% | $2,597-46.0% |
| Participant deferral / active EE | $2,903 | $3,626-19.9% | $4,565-36.4% | $4,028-27.9% |
| Admin fee / account holder | $428 | $5,897-92.7% | $8,446-94.9% | $5,403-92.1% |