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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 | $36,354 | $92,219-60.6% | $76,767-52.6% | $135,380-73.1% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -5.80% | 5.46%-11.3pp | 2.43%-8.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,849 | $3,216-42.5% | $2,485-25.6% | $4,779-61.3% |
| Participant deferral / active EE | $3,213 | $4,508-28.7% | $3,852-16.6% | $5,609-42.7% |
| Admin fee / account holder | $1,607 | $10,749-85.1% | $6,675-75.9% | $10,828-85.2% |