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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 | $29,976 | $95,193-68.5% | $76,523-60.8% | $135,382-77.9% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -7.08% | 4.85%-11.9pp | -0.27%-6.8pp | 519.77%-526.9pp |
| Employer contribution / active EE | $741 | $3,302-77.6% | $2,647-72.0% | $4,779-84.5% |
| Participant deferral / active EE | $854 | $4,639-81.6% | $3,835-77.7% | $5,609-84.8% |
| Admin fee / account holder | $604 | $6,249-90.3% | $4,848-87.5% | $10,829-94.4% |