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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 | $28,800 | $211,946-86.4% | $169,452-83.0% | $135,380-78.7% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -4.29% | 3.26%-7.6pp | 1.83%-6.1pp | 519.81%-524.1pp |
| Employer contribution / active EE | $6,211 | $5,117+21.4% | $4,157+49.4% | $4,779+30.0% |
| Participant deferral / active EE | $3,601 | $6,075-40.7% | $5,277-31.8% | $5,609-35.8% |
| Admin fee / account holder | $2,670 | $11,472-76.7% | $9,110-70.7% | $10,828-75.3% |