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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 | $25,518 | $69,518-63.3% | $59,883-57.4% | $135,382-81.2% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.7%+6.5pp | 82.6%-1.4pp |
| Annual return | -7.57% | 7.95%-15.5pp | 3.46%-11.0pp | 519.77%-527.3pp |
| Employer contribution / active EE | $877 | $3,235-72.9% | $2,722-67.8% | $4,779-81.7% |
| Participant deferral / active EE | $2,983 | $4,204-29.0% | $3,402-12.3% | $5,609-46.8% |
| Admin fee / account holder | $604 | $5,734-89.5% | $3,591-83.2% | $10,829-94.4% |