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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 | $28,742 | $49,177-41.6% | $79,467-63.8% | $64,173-55.2% |
| Participation rate | 83.0% | 65.0%+17.9pp | 73.3%+9.6pp | 69.6%+13.4pp |
| Annual return | -7.37% | -1.16%-6.2pp | 718.30%-725.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,151 | $2,076-44.6% | $2,800-58.9% | $2,381-51.7% |
| Participant deferral / active EE | $2,078 | $2,821-26.3% | $3,704-43.9% | $3,470-40.1% |
| Admin fee / account holder | $1,852 | $3,839-51.8% | $5,104-63.7% | $4,887-62.1% |