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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 | $34,625 | $91,911-62.3% | $68,793-49.7% | $135,382-74.4% |
| Participation rate | 94.1% | 76.7%+17.4pp | 72.2%+21.9pp | 82.6%+11.5pp |
| Annual return | -6.05% | -8.22%+2.2pp | -4.63%-1.4pp | 519.77%-525.8pp |
| Employer contribution / active EE | $867 | $3,924-77.9% | $2,625-67.0% | $4,779-81.9% |
| Participant deferral / active EE | $1,733 | $4,315-59.8% | $3,311-47.7% | $5,609-69.1% |
| Admin fee / account holder | $3,022 | $9,240-67.3% | $5,131-41.1% | $10,829-72.1% |