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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 | $19,504 | $95,188-79.5% | $76,518-74.5% | $135,380-85.6% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -6.61% | 4.85%-11.5pp | -0.27%-6.3pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,745 | $3,303-47.2% | $2,647-34.1% | $4,779-63.5% |
| Participant deferral / active EE | $3,570 | $4,640-23.1% | $3,836-6.9% | $5,609-36.4% |
| Admin fee / account holder | $1,450 | $6,249-76.8% | $4,849-70.1% | $10,828-86.6% |