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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 | $105,853-64.3% | $90,752-58.4% | $134,493-71.9% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -13.53% | -10.99%-2.5pp | -12.16%-1.4pp | 418.01%-431.5pp |
| Employer contribution / active EE | $670 | $3,462-80.6% | $2,921-77.1% | $4,740-85.9% |
| Participant deferral / active EE | $1,815 | $5,216-65.2% | $4,564-60.2% | $6,400-71.6% |
| Admin fee / account holder | $14,852 | $13,938+6.6% | $8,446+75.9% | $11,425+30.0% |