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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 | $30,310 | $49,177-38.4% | $79,466-61.9% | $64,173-52.8% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.7pp | 69.6%+1.1pp |
| Annual return | -5.74% | -1.16%-4.6pp | 718.28%-724.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $721 | $2,076-65.3% | $2,800-74.2% | $2,381-69.7% |
| Participant deferral / active EE | $2,337 | $2,821-17.2% | $3,704-36.9% | $3,470-32.7% |
| Admin fee / account holder | $945 | $3,839-75.4% | $5,104-81.5% | $4,887-80.7% |