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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 | $39,822 | $92,219-56.8% | $76,767-48.1% | $135,380-70.6% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -3.47% | 5.46%-8.9pp | 2.43%-5.9pp | 519.81%-523.3pp |
| Employer contribution / active EE | $1,844 | $3,216-42.6% | $2,485-25.8% | $4,779-61.4% |
| Participant deferral / active EE | $3,802 | $4,508-15.7% | $3,852-1.3% | $5,609-32.2% |
| Admin fee / account holder | $2,272 | $10,749-78.9% | $6,675-66.0% | $10,828-79.0% |