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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 | $34,137 | $69,518-50.9% | $59,883-43.0% | $135,382-74.8% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.7%+19.4pp | 82.6%+11.5pp |
| Annual return | -7.04% | 7.95%-15.0pp | 3.46%-10.5pp | 519.77%-526.8pp |
| Employer contribution / active EE | $1,308 | $3,235-59.6% | $2,722-52.0% | $4,779-72.6% |
| Participant deferral / active EE | $3,951 | $4,204-6.0% | $3,402+16.1% | $5,609-29.6% |
| Admin fee / account holder | $767 | $5,734-86.6% | $3,591-78.6% | $10,829-92.9% |