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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 | $19,310 | $57,352-66.3% | $83,830-77.0% | $64,173-69.9% |
| Participation rate | 86.8% | 68.6%+18.2pp | 76.1%+10.6pp | 69.6%+17.2pp |
| Annual return | -6.46% | 11.38%-17.8pp | 850.97%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $928 | $2,546-63.5% | $3,631-74.4% | $2,381-61.0% |
| Participant deferral / active EE | $1,848 | $2,993-38.3% | $4,082-54.7% | $3,470-46.7% |
| Admin fee / account holder | $476 | $4,046-88.2% | $5,479-91.3% | $4,887-90.3% |