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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 | $37,744 | $105,866-64.3% | $90,766-58.4% | $134,545-71.9% |
| Participation rate | 77.8% | 78.3%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -13.53% | -10.99%-2.5pp | -12.16%-1.4pp | 418.37%-431.9pp |
| Employer contribution / active EE | $670 | $3,464-80.7% | $2,922-77.1% | $4,742-85.9% |
| Participant deferral / active EE | $1,815 | $5,217-65.2% | $4,565-60.2% | $6,401-71.6% |
| Admin fee / account holder | $14,852 | $13,938+6.6% | $8,446+75.8% | $11,431+29.9% |