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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 | $24,679 | $77,817-68.3% | $123,553-80.0% | $64,173-61.5% |
| Participation rate | 70.0% | 74.7%-4.7pp | 82.3%-12.3pp | 69.6%+0.4pp |
| Annual return | -5.43% | 12.49%-17.9pp | 119.21%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,920 | $5,240-44.3% | $6,426-54.6% | $3,470-15.9% |
| Admin fee / account holder | $832 | $5,519-84.9% | $9,284-91.0% | $4,887-83.0% |