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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 | $22,578 | $158,852-85.8% | $121,220-81.4% | $135,380-83.3% |
| Participation rate | 86.4% | 79.3%+7.1pp | 71.8%+14.6pp | 82.6%+3.7pp |
| Annual return | -5.38% | -0.64%-4.7pp | 16.94%-22.3pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,027 | $5,666-81.9% | $4,023-74.5% | $4,779-78.5% |
| Participant deferral / active EE | $1,466 | $4,006-63.4% | $3,345-56.2% | $5,609-73.9% |
| Admin fee / account holder | $648 | $6,515-90.1% | $5,021-87.1% | $10,828-94.0% |