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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 | $28,859 | $131,835-78.1% | $108,582-73.4% | $273,972-89.5% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 5.88% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,304 | $4,913-73.5% | $3,758-65.3% | $4,869-73.2% |
| Participant deferral / active EE | $2,669 | $5,127-47.9% | $4,311-38.1% | $5,287-49.5% |
| Admin fee / account holder | $576 | $10,253-94.4% | $7,645-92.5% | $10,133-94.3% |