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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 | $41,987 | $167,352-74.9% | $143,788-70.8% | $134,509-68.8% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -19.48% | 0.47%-19.9pp | -0.03%-19.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,605 | $5,620-71.4% | $4,952-67.6% | $4,741-66.1% |
| Participant deferral / active EE | $3,936 | $6,447-39.0% | $5,638-30.2% | $6,400-38.5% |
| Admin fee / account holder | $2,035 | $18,091-88.7% | $14,675-86.1% | $11,427-82.2% |