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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 | $19,964 | $49,177-59.4% | $79,467-74.9% | $64,173-68.9% |
| Participation rate | 77.4% | 65.0%+12.3pp | 73.3%+4.0pp | 69.6%+7.8pp |
| Annual return | -7.56% | -1.16%-6.4pp | 718.30%-725.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,146 | $2,076-44.8% | $2,800-59.1% | $2,381-51.9% |
| Participant deferral / active EE | $3,795 | $2,821+34.5% | $3,704+2.5% | $3,470+9.4% |
| Admin fee / account holder | $2,299 | $3,839-40.1% | $5,104-55.0% | $4,887-53.0% |