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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 | $35,312 | $95,915-63.2% | $79,580-55.6% | $134,532-73.8% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -18.32% | -2.71%-15.6pp | 0.15%-18.5pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,879 | $3,129-39.9% | $2,413-22.1% | $4,741-60.4% |
| Participant deferral / active EE | $4,291 | $4,693-8.6% | $3,985+7.7% | $6,401-33.0% |
| Admin fee / account holder | $1,004 | $9,132-89.0% | $6,835-85.3% | $11,429-91.2% |