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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 | $39,933 | $167,353-76.1% | $143,797-72.2% | $134,545-70.3% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -14.68% | 0.48%-15.2pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,474 | $5,620-73.8% | $4,952-70.2% | $4,742-68.9% |
| Participant deferral / active EE | $3,653 | $6,447-43.3% | $5,638-35.2% | $6,401-42.9% |
| Admin fee / account holder | $824 | $18,096-95.4% | $14,679-94.4% | $11,431-92.8% |