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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 | $40,955 | $158,852-74.2% | $121,220-66.2% | $135,379-69.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.8%+17.1pp | 82.6%+6.2pp |
| Annual return | -5.32% | -0.64%-4.7pp | 16.94%-22.3pp | 519.79%-525.1pp |
| Employer contribution / active EE | $600 | $5,666-89.4% | $4,023-85.1% | $4,779-87.5% |
| Participant deferral / active EE | $1,199 | $4,006-70.1% | $3,345-64.2% | $5,609-78.6% |
| Admin fee / account holder | $637 | $6,515-90.2% | $5,021-87.3% | $10,828-94.1% |