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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 | $19,368 | $64,719-70.1% | $112,249-82.7% | $68,486-71.7% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -18.81% | -11.40%-7.4pp | 27.48%-46.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,121 | $2,747-59.2% | $3,636-69.2% | $2,597-56.8% |
| Participant deferral / active EE | $2,180 | $3,565-38.9% | $4,729-53.9% | $4,028-45.9% |
| Admin fee / account holder | $1,145 | $5,232-78.1% | $6,412-82.1% | $5,404-78.8% |