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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 | $34,803 | $99,032-64.9% | $80,022-56.5% | $135,379-74.3% |
| Participation rate | 81.3% | 78.4%+2.9pp | 75.8%+5.4pp | 82.6%-1.4pp |
| Annual return | -7.59% | 15.39%-23.0pp | 11.22%-18.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $1,035 | $3,043-66.0% | $2,468-58.1% | $4,779-78.4% |
| Participant deferral / active EE | $1,929 | $4,282-55.0% | $3,686-47.7% | $5,609-65.6% |
| Admin fee / account holder | $1,512 | $10,436-85.5% | $6,521-76.8% | $10,828-86.0% |