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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 | $29,695 | $54,370-45.4% | $82,763-64.1% | $68,490-56.6% |
| Participation rate | 75.7% | 63.9%+11.7pp | 72.6%+3.1pp | 67.9%+7.8pp |
| Annual return | -12.85% | -13.67%+0.8pp | 702.45%-715.3pp | -7.85%-5.0pp |
| Employer contribution / active EE | $790 | $2,219-64.4% | $3,008-73.7% | $2,597-69.6% |
| Participant deferral / active EE | $1,131 | $3,247-65.2% | $4,395-74.3% | $4,028-71.9% |
| Admin fee / account holder | $1,326 | $4,398-69.9% | $5,325-75.1% | $5,403-75.5% |