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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 | $37,431 | $84,518-55.7% | $67,704-44.7% | $125,389-70.1% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -3.14% | 2.57%-5.7pp | 25.41%-28.5pp | 282.24%-285.4pp |
| Employer contribution / active EE | $156 | $3,292-95.3% | $2,559-93.9% | $4,866-96.8% |
| Participant deferral / active EE | $623 | $4,430-85.9% | $3,585-82.6% | $5,352-88.4% |
| Admin fee / account holder | $1,155 | $5,340-78.4% | $4,255-72.8% | $9,541-87.9% |