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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 | $45,197 | $49,177-8.1% | $79,467-43.1% | $64,173-29.6% |
| Participation rate | 83.1% | 65.0%+18.1pp | 73.3%+9.8pp | 69.6%+13.5pp |
| Annual return | -7.71% | -1.16%-6.6pp | 718.30%-726.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $986 | $2,076-52.5% | $2,800-64.8% | $2,381-58.6% |
| Participant deferral / active EE | $1,813 | $2,821-35.7% | $3,704-51.1% | $3,470-47.7% |
| Admin fee / account holder | $395 | $3,839-89.7% | $5,104-92.3% | $4,887-91.9% |