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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 | $32,795 | $59,116-44.5% | $86,438-62.1% | $68,486-52.1% |
| Participation rate | 94.9% | 75.2%+19.6pp | 80.3%+14.5pp | 67.9%+27.0pp |
| Annual return | -16.70% | -0.23%-16.5pp | 4397.19%-4413.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $680 | $2,519-73.0% | $3,769-82.0% | $2,597-73.8% |
| Participant deferral / active EE | $6,523 | $5,902+10.5% | $6,952-6.2% | $4,028+62.0% |
| Admin fee / account holder | $1,073 | $5,639-81.0% | $6,733-84.1% | $5,404-80.1% |