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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 | $25,462 | $49,177-48.2% | $79,467-68.0% | $64,173-60.3% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.6%+26.7pp |
| Annual return | -7.12% | -1.16%-6.0pp | 718.30%-725.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $760 | $2,076-63.4% | $2,800-72.9% | $2,381-68.1% |
| Participant deferral / active EE | $1,684 | $2,821-40.3% | $3,704-54.5% | $3,470-51.5% |
| Admin fee / account holder | $1,091 | $3,839-71.6% | $5,104-78.6% | $4,887-77.7% |