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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 | $20,105 | $49,177-59.1% | $79,467-74.7% | $64,173-68.7% |
| Participation rate | 96.7% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.1pp |
| Annual return | -7.05% | -1.16%-5.9pp | 718.30%-725.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $477 | $2,076-77.0% | $2,800-83.0% | $2,381-80.0% |
| Participant deferral / active EE | $2,201 | $2,821-22.0% | $3,704-40.6% | $3,470-36.6% |
| Admin fee / account holder | $1,850 | $3,839-51.8% | $5,104-63.7% | $4,887-62.1% |