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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 | $32,500 | $92,219-64.8% | $76,767-57.7% | $135,380-76.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -3.18% | 5.46%-8.6pp | 2.43%-5.6pp | 519.81%-523.0pp |
| Employer contribution / active EE | $1,405 | $3,216-56.3% | $2,485-43.5% | $4,779-70.6% |
| Participant deferral / active EE | $5,703 | $4,508+26.5% | $3,852+48.1% | $5,609+1.7% |
| Admin fee / account holder | $453 | $10,749-95.8% | $6,675-93.2% | $10,828-95.8% |