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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 | $26,622 | $45,825-41.9% | $90,657-70.6% | $56,287-52.7% |
| Participation rate | 99.0% | 66.7%+32.3pp | 74.0%+25.0pp | 69.9%+29.2pp |
| Annual return | -4.54% | 38.64%-43.2pp | 1.89%-6.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,827 | $1,372+106.1% | $2,532+11.7% | $2,111+33.9% |
| Participant deferral / active EE | $5,062 | $2,562+97.6% | $3,424+47.8% | $3,350+51.1% |
| Admin fee / account holder | $516 | $413+25.2% | $4,994-89.7% | $521-0.9% |