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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 | $39,198 | $92,219-57.5% | $76,767-48.9% | $135,380-71.0% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -6.33% | 5.46%-11.8pp | 2.43%-8.8pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,418 | $3,216-55.9% | $2,485-43.0% | $4,779-70.3% |
| Participant deferral / active EE | $3,573 | $4,508-20.7% | $3,852-7.2% | $5,609-36.3% |
| Admin fee / account holder | $2,811 | $10,749-73.8% | $6,675-57.9% | $10,828-74.0% |