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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 | $34,355 | $105,866-67.5% | $90,766-62.1% | $134,545-74.5% |
| Participation rate | 94.7% | 78.3%+16.5pp | 75.7%+19.0pp | 81.2%+13.5pp |
| Annual return | -16.84% | -10.99%-5.9pp | -12.16%-4.7pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,053 | $3,464-69.6% | $2,922-64.0% | $4,742-77.8% |
| Participant deferral / active EE | $4,337 | $5,217-16.9% | $4,565-5.0% | $6,401-32.3% |
| Admin fee / account holder | $659 | $13,938-95.3% | $8,446-92.2% | $11,431-94.2% |