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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 | $26,983 | $57,352-53.0% | $83,831-67.8% | $64,173-58.0% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -7.49% | 11.38%-18.9pp | 850.99%-858.5pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,546 | $2,546+39.3% | $3,631-2.4% | $2,381+48.9% |
| Participant deferral / active EE | $4,352 | $2,993+45.4% | $4,082+6.6% | $3,470+25.4% |
| Admin fee / account holder | $1,354 | $4,046-66.5% | $5,479-75.3% | $4,887-72.3% |