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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 | $21,417 | $82,314-74.0% | $68,808-68.9% | $134,532-84.1% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.0%+23.8pp | 81.2%+11.6pp |
| Annual return | -19.18% | -2.18%-17.0pp | -6.37%-12.8pp | 418.27%-437.4pp |
| Employer contribution / active EE | $3,770 | $3,301+14.2% | $2,656+42.0% | $4,741-20.5% |
| Participant deferral / active EE | $5,931 | $4,740+25.1% | $3,942+50.5% | $6,401-7.3% |
| Admin fee / account holder | $4,223 | $6,484-34.9% | $4,936-14.4% | $11,429-63.0% |