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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 | $29,311 | $49,177-40.4% | $79,466-63.1% | $64,173-54.3% |
| Participation rate | 90.3% | 65.0%+25.3pp | 73.3%+17.0pp | 69.6%+20.8pp |
| Annual return | -5.22% | -1.16%-4.1pp | 718.28%-723.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $540 | $2,076-74.0% | $2,800-80.7% | $2,381-77.3% |
| Participant deferral / active EE | $1,352 | $2,821-52.1% | $3,704-63.5% | $3,470-61.0% |
| Admin fee / account holder | $515 | $3,839-86.6% | $5,104-89.9% | $4,887-89.5% |