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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 | $38,221 | $92,219-58.6% | $76,767-50.2% | $135,380-71.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -7.54% | 5.46%-13.0pp | 2.43%-10.0pp | 519.81%-527.3pp |
| Employer contribution / active EE | $947 | $3,216-70.6% | $2,485-61.9% | $4,779-80.2% |
| Participant deferral / active EE | $3,348 | $4,508-25.7% | $3,852-13.1% | $5,609-40.3% |
| Admin fee / account holder | $817 | $10,749-92.4% | $6,675-87.8% | $10,828-92.5% |