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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 | $26,548 | $72,404-63.3% | $110,243-75.9% | $64,173-58.6% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.1pp |
| Annual return | -6.35% | -6.29%-0.1pp | 314.76%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,294 | $2,282-43.3% | $3,827-66.2% | $2,381-45.6% |
| Participant deferral / active EE | $1,911 | $3,469-44.9% | $4,672-59.1% | $3,470-44.9% |
| Admin fee / account holder | $2,265 | $5,664-60.0% | $8,548-73.5% | $4,887-53.7% |