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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 | $38,820 | $69,541-44.2% | $59,899-35.2% | $135,380-71.3% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | -3.04% | 7.95%-11.0pp | 3.46%-6.5pp | 519.81%-522.8pp |
| Employer contribution / active EE | $1,058 | $3,236-67.3% | $2,723-61.1% | $4,779-77.9% |
| Participant deferral / active EE | $1,818 | $4,206-56.8% | $3,402-46.6% | $5,609-67.6% |
| Admin fee / account holder | $3,408 | $5,737-40.6% | $3,592-5.1% | $10,828-68.5% |