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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 | $27,746 | $82,674-66.4% | $125,381-77.9% | $68,486-59.5% |
| Participation rate | 91.3% | 75.1%+16.3pp | 82.4%+8.9pp | 67.9%+23.4pp |
| Annual return | -12.66% | -5.97%-6.7pp | 572.31%-585.0pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,714 | $3,382-49.3% | $4,815-64.4% | $2,597-34.0% |
| Participant deferral / active EE | $2,634 | $6,111-56.9% | $7,448-64.6% | $4,028-34.6% |
| Admin fee / account holder | $1,220 | $6,277-80.6% | $10,007-87.8% | $5,404-77.4% |