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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 | $18,460 | $82,314-77.6% | $68,808-73.2% | $134,532-86.3% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.0%+24.7pp | 81.2%+12.5pp |
| Annual return | -17.42% | -2.18%-15.2pp | -6.37%-11.0pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,278 | $3,301-61.3% | $2,656-51.9% | $4,741-73.0% |
| Participant deferral / active EE | $1,448 | $4,740-69.4% | $3,942-63.3% | $6,401-77.4% |
| Admin fee / account holder | $1,397 | $6,484-78.5% | $4,936-71.7% | $11,429-87.8% |