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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 | $39,038 | $71,215-45.2% | $93,696-58.3% | $80,935-51.8% |
| Participation rate | 70.6% | 60.4%+10.2pp | 68.7%+1.9pp | 67.7%+2.9pp |
| Annual return | 0.00% | 11.27%-11.3pp | 133.74%-133.7pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,105 | $1,565-29.4% | $2,422-54.4% | $2,757-59.9% |
| Participant deferral / active EE | $2,343 | $4,037-42.0% | $4,417-47.0% | $4,299-45.5% |
| Admin fee / account holder | $721 | $6,958-89.6% | $8,287-91.3% | $6,924-89.6% |