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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 | $26,348 | $32,117-18.0% | $71,089-62.9% | $64,173-58.9% |
| Participation rate | 93.2% | 42.7%+50.5pp | 54.6%+38.6pp | 69.6%+23.7pp |
| Annual return | -8.16% | -5.57%-2.6pp | 650.65%-658.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $639 | $712-10.3% | $1,088-41.2% | $2,381-73.2% |
| Participant deferral / active EE | $1,008 | $1,263-20.2% | $1,873-46.2% | $3,470-70.9% |
| Admin fee / account holder | $335 | $2,759-87.9% | $3,082-89.1% | $4,887-93.2% |