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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 | $50,613 | $95,188-46.8% | $76,518-33.9% | $135,380-62.6% |
| Participation rate | 78.6% | 74.4%+4.2pp | 68.0%+10.6pp | 82.6%-4.1pp |
| Annual return | -8.08% | 4.85%-12.9pp | -0.27%-7.8pp | 519.81%-527.9pp |
| Employer contribution / active EE | $661 | $3,303-80.0% | $2,647-75.0% | $4,779-86.2% |
| Participant deferral / active EE | $2,450 | $4,640-47.2% | $3,836-36.1% | $5,609-56.3% |
| Admin fee / account holder | $678 | $6,249-89.2% | $4,849-86.0% | $10,828-93.7% |