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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 | $21,931 | $158,852-86.2% | $121,220-81.9% | $135,380-83.8% |
| Participation rate | 95.8% | 79.3%+16.5pp | 71.8%+24.1pp | 82.6%+13.2pp |
| Annual return | -5.16% | -0.64%-4.5pp | 16.94%-22.1pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,846 | $5,666-67.4% | $4,023-54.1% | $4,779-61.4% |
| Participant deferral / active EE | $1,846 | $4,006-53.9% | $3,345-44.8% | $5,609-67.1% |
| Admin fee / account holder | $1,018 | $6,515-84.4% | $5,021-79.7% | $10,828-90.6% |