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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 | $30,895 | $69,518-55.6% | $59,883-48.4% | $135,382-77.2% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.7%-0.8pp | 82.6%-8.7pp |
| Annual return | -7.91% | 7.95%-15.9pp | 3.46%-11.4pp | 519.77%-527.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,329 | $4,204-68.4% | $3,402-60.9% | $5,609-76.3% |
| Admin fee / account holder | $428 | $5,734-92.5% | $3,591-88.1% | $10,829-96.0% |