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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 | $47,049 | $59,116-20.4% | $86,438-45.6% | $68,486-31.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -18.80% | -0.23%-18.6pp | 4397.19%-4416.0pp | -7.85%-10.9pp |
| Employer contribution / active EE | $830 | $2,519-67.0% | $3,769-78.0% | $2,597-68.0% |
| Participant deferral / active EE | $4,695 | $5,902-20.4% | $6,952-32.5% | $4,028+16.6% |
| Admin fee / account holder | $1,629 | $5,639-71.1% | $6,733-75.8% | $5,404-69.9% |