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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 | $39,230 | $95,188-58.8% | $76,518-48.7% | $135,379-71.0% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -9.90% | 4.85%-14.7pp | -0.27%-9.6pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,396 | $3,303-57.7% | $2,647-47.3% | $4,779-70.8% |
| Participant deferral / active EE | $3,617 | $4,640-22.0% | $3,836-5.7% | $5,609-35.5% |
| Admin fee / account holder | $490 | $6,249-92.2% | $4,849-89.9% | $10,828-95.5% |