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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 | $16,181 | $54,355-70.2% | $82,744-80.4% | $68,486-76.4% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -18.63% | -13.67%-5.0pp | 702.22%-720.8pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,400 | $2,219-36.9% | $3,008-53.5% | $2,597-46.1% |
| Participant deferral / active EE | $3,029 | $3,246-6.7% | $4,395-31.1% | $4,028-24.8% |
| Admin fee / account holder | $550 | $4,397-87.5% | $5,325-89.7% | $5,404-89.8% |