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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 | $22,173 | $158,827-86.0% | $121,208-81.7% | $135,382-83.6% |
| Participation rate | 95.5% | 79.3%+16.1pp | 71.8%+23.7pp | 82.6%+12.8pp |
| Annual return | -3.24% | -0.64%-2.6pp | 16.93%-20.2pp | 519.77%-523.0pp |
| Employer contribution / active EE | $1,836 | $5,666-67.6% | $4,023-54.4% | $4,779-61.6% |
| Participant deferral / active EE | $2,845 | $4,006-29.0% | $3,345-15.0% | $5,609-49.3% |
| Admin fee / account holder | $694 | $6,514-89.4% | $5,020-86.2% | $10,829-93.6% |