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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 | $37,699 | $69,541-45.8% | $59,899-37.1% | $135,380-72.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.28% | 7.95%-12.2pp | 3.46%-7.7pp | 519.81%-524.1pp |
| Employer contribution / active EE | $942 | $3,236-70.9% | $2,723-65.4% | $4,779-80.3% |
| Participant deferral / active EE | $3,395 | $4,206-19.3% | $3,402-0.2% | $5,609-39.5% |
| Admin fee / account holder | $417 | $5,737-92.7% | $3,592-88.4% | $10,828-96.2% |