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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 | $28,589 | $92,219-69.0% | $76,767-62.8% | $135,380-78.9% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -7.96% | 5.46%-13.4pp | 2.43%-10.4pp | 519.81%-527.8pp |
| Employer contribution / active EE | $597 | $3,216-81.4% | $2,485-76.0% | $4,779-87.5% |
| Participant deferral / active EE | $4,643 | $4,508+3.0% | $3,852+20.5% | $5,609-17.2% |
| Admin fee / account holder | $1,303 | $10,749-87.9% | $6,675-80.5% | $10,828-88.0% |