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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 | $19,894 | $64,311-69.1% | $57,356-65.3% | $125,389-84.1% |
| Participation rate | 94.1% | 78.6%+15.5pp | 75.1%+19.0pp | 83.2%+10.9pp |
| Annual return | -1.79% | 25.14%-26.9pp | 24.41%-26.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,785 | $3,193-44.1% | $2,689-33.6% | $4,866-63.3% |
| Participant deferral / active EE | $2,187 | $3,846-43.1% | $3,162-30.8% | $5,352-59.1% |
| Admin fee / account holder | $2,695 | $5,243-48.6% | $3,357-19.7% | $9,541-71.8% |