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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 | $34,931 | $95,917-63.6% | $79,583-56.1% | $134,545-74.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -17.35% | -2.70%-14.7pp | 0.16%-17.5pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,129 | $3,129-32.0% | $2,414-11.8% | $4,742-55.1% |
| Participant deferral / active EE | $2,192 | $4,694-53.3% | $3,986-45.0% | $6,401-65.8% |
| Admin fee / account holder | $304 | $9,132-96.7% | $6,835-95.5% | $11,431-97.3% |