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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 | $20,570 | $82,674-75.1% | $125,381-83.6% | $68,486-70.0% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -16.36% | -5.97%-10.4pp | 572.31%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,284 | $3,382-62.0% | $4,815-73.3% | $2,597-50.6% |
| Participant deferral / active EE | $3,450 | $6,111-43.5% | $7,448-53.7% | $4,028-14.3% |
| Admin fee / account holder | $342 | $6,277-94.5% | $10,007-96.6% | $5,404-93.7% |