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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 | $38,313 | $97,020-60.5% | $83,327-54.0% | $135,380-71.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -1.57% | 12.31%-13.9pp | 10.64%-12.2pp | 519.81%-521.4pp |
| Employer contribution / active EE | $1,135 | $4,144-72.6% | $3,379-66.4% | $4,779-76.2% |
| Participant deferral / active EE | $2,118 | $5,964-64.5% | $5,565-61.9% | $5,609-62.2% |
| Admin fee / account holder | $5,807 | $8,426-31.1% | $7,540-23.0% | $10,828-46.4% |