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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 | $29,060 | $81,870-64.5% | $119,622-75.7% | $68,486-57.6% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.4pp | 67.9%+8.0pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,028 | $2,692-61.8% | $4,232-75.7% | $2,597-60.4% |
| Participant deferral / active EE | $2,997 | $4,148-27.7% | $5,601-46.5% | $4,028-25.6% |
| Admin fee / account holder | $1,737 | $6,583-73.6% | $10,328-83.2% | $5,404-67.9% |