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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 | $78,420 | $127,096-38.3% | $105,736-25.8% | $135,380-42.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 76.3%-4.9pp | 82.6%-11.2pp |
| Annual return | -4.98% | 4.49%-9.5pp | 6.27%-11.3pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,100 | $4,107-73.2% | $3,268-66.3% | $4,779-77.0% |
| Participant deferral / active EE | $2,810 | $5,064-44.5% | $4,080-31.1% | $5,609-49.9% |
| Admin fee / account holder | $629 | $9,087-93.1% | $6,913-90.9% | $10,828-94.2% |