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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 | $28,977 | $59,116-51.0% | $86,438-66.5% | $68,486-57.7% |
| Participation rate | 76.0% | 75.2%+0.8pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -14.13% | -0.23%-13.9pp | 4397.19%-4411.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $894 | $2,519-64.5% | $3,769-76.3% | $2,597-65.6% |
| Participant deferral / active EE | $5,886 | $5,902-0.3% | $6,952-15.3% | $4,028+46.2% |
| Admin fee / account holder | $1,215 | $5,639-78.4% | $6,733-82.0% | $5,404-77.5% |