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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 | $16,405 | $64,311-74.5% | $57,356-71.4% | $125,389-86.9% |
| Participation rate | 72.7% | 78.6%-5.9pp | 75.1%-2.4pp | 83.2%-10.5pp |
| Annual return | -1.47% | 25.14%-26.6pp | 24.41%-25.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,398 | $3,193-56.2% | $2,689-48.0% | $4,866-71.3% |
| Participant deferral / active EE | $3,034 | $3,846-21.1% | $3,162-4.0% | $5,352-43.3% |
| Admin fee / account holder | $893 | $5,243-83.0% | $3,357-73.4% | $9,541-90.6% |