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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 | $30,804 | $54,357-43.3% | $82,706-62.8% | $68,495-55.0% |
| Participation rate | 70.0% | 63.9%+6.1pp | 72.6%-2.6pp | 67.9%+2.1pp |
| Annual return | -18.18% | -13.67%-4.5pp | 701.76%-719.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $327 | $2,218-85.3% | $3,007-89.1% | $2,596-87.4% |
| Participant deferral / active EE | $1,716 | $3,246-47.2% | $4,394-61.0% | $4,028-57.4% |
| Admin fee / account holder | $602 | $4,396-86.3% | $5,329-88.7% | $5,403-88.9% |