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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 | $22,284 | $49,177-54.7% | $79,466-72.0% | $64,173-65.3% |
| Participation rate | 78.8% | 65.0%+13.8pp | 73.3%+5.5pp | 69.6%+9.3pp |
| Annual return | -6.87% | -1.16%-5.7pp | 718.28%-725.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $337 | $2,076-83.8% | $2,800-88.0% | $2,381-85.9% |
| Participant deferral / active EE | $1,685 | $2,821-40.3% | $3,704-54.5% | $3,470-51.4% |
| Admin fee / account holder | $421 | $3,839-89.0% | $5,104-91.8% | $4,887-91.4% |