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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 | $35,124 | $97,020-63.8% | $83,327-57.8% | $135,380-74.1% |
| Participation rate | 93.8% | 80.4%+13.3pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -7.75% | 12.31%-20.1pp | 10.64%-18.4pp | 519.81%-527.6pp |
| Employer contribution / active EE | $753 | $4,144-81.8% | $3,379-77.7% | $4,779-84.2% |
| Participant deferral / active EE | $5,104 | $5,964-14.4% | $5,565-8.3% | $5,609-9.0% |
| Admin fee / account holder | $1,414 | $8,426-83.2% | $7,540-81.2% | $10,828-86.9% |