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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 | $23,260 | $57,352-59.4% | $83,830-72.3% | $64,173-63.8% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.6pp | 69.6%+25.2pp |
| Annual return | -7.55% | 11.38%-18.9pp | 850.97%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,791 | $2,546-29.6% | $3,631-50.7% | $2,381-24.8% |
| Participant deferral / active EE | $3,196 | $2,993+6.8% | $4,082-21.7% | $3,470-7.9% |
| Admin fee / account holder | $2,596 | $4,046-35.8% | $5,479-52.6% | $4,887-46.9% |