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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 | $30,919 | $211,946-85.4% | $169,452-81.8% | $135,380-77.2% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.72% | 3.26%-10.0pp | 1.83%-8.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,806 | $5,117-64.7% | $4,157-56.6% | $4,779-62.2% |
| Participant deferral / active EE | $6,425 | $6,075+5.7% | $5,277+21.8% | $5,609+14.5% |
| Admin fee / account holder | $396 | $11,472-96.5% | $9,110-95.6% | $10,828-96.3% |