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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 | $30,600 | $107,809-71.6% | $90,657-66.2% | $135,379-77.4% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -8.11% | -0.90%-7.2pp | 1.89%-10.0pp | 519.79%-527.9pp |
| Employer contribution / active EE | $550 | $3,018-81.8% | $2,532-78.3% | $4,779-88.5% |
| Participant deferral / active EE | $1,925 | $3,872-50.3% | $3,424-43.8% | $5,609-65.7% |
| Admin fee / account holder | $1,669 | $5,931-71.9% | $4,994-66.6% | $10,828-84.6% |