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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 | $30,217 | $49,177-38.6% | $79,466-62.0% | $64,173-52.9% |
| Participation rate | 98.1% | 65.0%+33.0pp | 73.3%+24.7pp | 69.6%+28.5pp |
| Annual return | -5.75% | -1.16%-4.6pp | 718.28%-724.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $690 | $2,076-66.8% | $2,800-75.4% | $2,381-71.0% |
| Participant deferral / active EE | $2,964 | $2,821+5.0% | $3,704-20.0% | $3,470-14.6% |
| Admin fee / account holder | $1,250 | $3,839-67.4% | $5,104-75.5% | $4,887-74.4% |