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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 | $30,323 | $167,522-81.9% | $151,639-80.0% | $134,532-77.5% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -9.40% | 7.81%-17.2pp | 3.34%-12.7pp | 418.27%-427.7pp |
| Employer contribution / active EE | $2,176 | $6,828-68.1% | $6,165-64.7% | $4,741-54.1% |
| Participant deferral / active EE | $4,228 | $8,986-52.9% | $8,363-49.4% | $6,401-33.9% |
| Admin fee / account holder | $401 | $13,780-97.1% | $11,613-96.5% | $11,429-96.5% |