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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 | $34,863 | $92,219-62.2% | $76,767-54.6% | $135,380-74.2% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -7.12% | 5.46%-12.6pp | 2.43%-9.5pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,126 | $3,216-33.9% | $2,485-14.4% | $4,779-55.5% |
| Participant deferral / active EE | $6,384 | $4,508+41.6% | $3,852+65.7% | $5,609+13.8% |
| Admin fee / account holder | $1,166 | $10,749-89.2% | $6,675-82.5% | $10,828-89.2% |