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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 | $38,513 | $107,809-64.3% | $90,657-57.5% | $135,380-71.6% |
| Participation rate | 86.4% | 78.0%+8.3pp | 74.0%+12.3pp | 82.6%+3.7pp |
| Annual return | -7.45% | -0.90%-6.6pp | 1.89%-9.3pp | 519.81%-527.3pp |
| Employer contribution / active EE | $4,155 | $3,018+37.7% | $2,532+64.1% | $4,779-13.1% |
| Participant deferral / active EE | $3,126 | $3,872-19.3% | $3,424-8.7% | $5,609-44.3% |
| Admin fee / account holder | $678 | $5,931-88.6% | $4,994-86.4% | $10,828-93.7% |