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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 | $59,383 | $92,219-35.6% | $76,766-22.6% | $135,382-56.1% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -7.28% | 5.46%-12.7pp | 2.43%-9.7pp | 519.77%-527.0pp |
| Employer contribution / active EE | $1,739 | $3,216-45.9% | $2,485-30.0% | $4,779-63.6% |
| Participant deferral / active EE | $1,803 | $4,508-60.0% | $3,851-53.2% | $5,609-67.8% |
| Admin fee / account holder | $844 | $10,749-92.1% | $6,675-87.4% | $10,829-92.2% |