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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 | $17,943 | $100,805-82.2% | $86,698-79.3% | $134,532-86.7% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -15.13% | 29.09%-44.2pp | 35.95%-51.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $805 | $3,490-76.9% | $2,837-71.6% | $4,741-83.0% |
| Participant deferral / active EE | $1,777 | $5,339-66.7% | $4,656-61.8% | $6,401-72.2% |
| Admin fee / account holder | $641 | $10,925-94.1% | $7,493-91.4% | $11,429-94.4% |