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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 | $100,811-63.4% | $86,698-57.4% | $134,545-72.5% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -17.54% | 29.11%-46.7pp | 35.96%-53.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $970 | $3,490-72.2% | $2,837-65.8% | $4,742-79.5% |
| Participant deferral / active EE | $3,883 | $5,339-27.3% | $4,656-16.6% | $6,401-39.3% |
| Admin fee / account holder | $438 | $10,926-96.0% | $7,492-94.2% | $11,431-96.2% |