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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 | $36,909 | $72,404-49.0% | $110,241-66.5% | $64,181-42.5% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | -6.33% | -6.29%0pp | 314.75%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,103 | $2,282-7.8% | $3,827-45.1% | $2,381-11.7% |
| Participant deferral / active EE | $3,608 | $3,469+4.0% | $4,672-22.8% | $3,470+4.0% |
| Admin fee / account holder | $828 | $5,664-85.4% | $8,548-90.3% | $4,887-83.1% |