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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 | $39,283 | $59,116-33.5% | $86,438-54.6% | $68,486-42.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -18.05% | -0.23%-17.8pp | 4397.19%-4415.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,967 | $2,519-21.9% | $3,769-47.8% | $2,597-24.3% |
| Participant deferral / active EE | $4,316 | $5,902-26.9% | $6,952-37.9% | $4,028+7.2% |
| Admin fee / account holder | $448 | $5,639-92.1% | $6,733-93.3% | $5,404-91.7% |