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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 | $21,249 | $53,162-60.0% | $91,225-76.7% | $68,486-69.0% |
| Participation rate | 94.0% | 63.2%+30.8pp | 73.2%+20.8pp | 67.9%+26.1pp |
| Annual return | -18.22% | -3.14%-15.1pp | 114.12%-132.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,143 | $1,709-33.1% | $2,851-59.9% | $2,597-56.0% |
| Participant deferral / active EE | $1,890 | $2,974-36.4% | $4,233-55.4% | $4,028-53.1% |
| Admin fee / account holder | $701 | $4,493-84.4% | $5,422-87.1% | $5,404-87.0% |