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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 | $45,190 | $95,193-52.5% | $76,523-40.9% | $135,382-66.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -7.69% | 4.85%-12.5pp | -0.27%-7.4pp | 519.77%-527.5pp |
| Employer contribution / active EE | $250 | $3,302-92.4% | $2,647-90.6% | $4,779-94.8% |
| Participant deferral / active EE | $1,352 | $4,639-70.9% | $3,835-64.7% | $5,609-75.9% |
| Admin fee / account holder | $748 | $6,249-88.0% | $4,848-84.6% | $10,829-93.1% |