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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 | $18,942 | $78,694-75.9% | $67,652-72.0% | $125,389-84.9% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -3.25% | 9.46%-12.7pp | 6625.40%-6628.6pp | 282.24%-285.5pp |
| Employer contribution / active EE | $928 | $3,044-69.5% | $2,266-59.0% | $4,866-80.9% |
| Participant deferral / active EE | $4,990 | $4,292+16.3% | $3,560+40.2% | $5,352-6.8% |
| Admin fee / account holder | $681 | $7,403-90.8% | $4,821-85.9% | $9,541-92.9% |