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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 | $19,635 | $95,188-79.4% | $76,518-74.3% | $135,380-85.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -9.35% | 4.85%-14.2pp | -0.27%-9.1pp | 519.81%-529.2pp |
| Employer contribution / active EE | $755 | $3,303-77.1% | $2,647-71.5% | $4,779-84.2% |
| Participant deferral / active EE | $3,810 | $4,640-17.9% | $3,836-0.7% | $5,609-32.1% |
| Admin fee / account holder | $940 | $6,249-85.0% | $4,849-80.6% | $10,828-91.3% |