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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 | $23,182 | $75,935-69.5% | $60,547-61.7% | $125,389-81.5% |
| Participation rate | 71.4% | 76.5%-5.1pp | 68.0%+3.5pp | 83.2%-11.8pp |
| Annual return | -2.41% | -5.38%+3.0pp | 335.64%-338.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,331 | $3,438-61.3% | $2,419-45.0% | $4,866-72.7% |
| Participant deferral / active EE | $1,609 | $4,506-64.3% | $3,328-51.6% | $5,352-69.9% |
| Admin fee / account holder | $2,621 | $6,768-61.3% | $4,536-42.2% | $9,541-72.5% |