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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 | $36,934 | $100,772-63.3% | $86,690-57.4% | $134,493-72.5% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -17.54% | 29.06%-46.6pp | 35.93%-53.5pp | 418.01%-435.6pp |
| Employer contribution / active EE | $970 | $3,490-72.2% | $2,837-65.8% | $4,740-79.5% |
| Participant deferral / active EE | $3,883 | $5,338-27.3% | $4,656-16.6% | $6,400-39.3% |
| Admin fee / account holder | $438 | $10,920-96.0% | $7,490-94.2% | $11,425-96.2% |