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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 | $35,049 | $92,219-62.0% | $76,766-54.3% | $135,382-74.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -7.77% | 5.46%-13.2pp | 2.43%-10.2pp | 519.77%-527.5pp |
| Employer contribution / active EE | $2,013 | $3,216-37.4% | $2,485-19.0% | $4,779-57.9% |
| Participant deferral / active EE | $3,484 | $4,508-22.7% | $3,851-9.5% | $5,609-37.9% |
| Admin fee / account holder | $1,177 | $10,749-89.1% | $6,675-82.4% | $10,829-89.1% |