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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 | $29,098 | $92,219-68.4% | $76,767-62.1% | $135,380-78.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -7.39% | 5.46%-12.9pp | 2.43%-9.8pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,390 | $3,216-56.8% | $2,485-44.1% | $4,779-70.9% |
| Participant deferral / active EE | $3,033 | $4,508-32.7% | $3,852-21.3% | $5,609-45.9% |
| Admin fee / account holder | $419 | $10,749-96.1% | $6,675-93.7% | $10,828-96.1% |