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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 | $24,893 | $49,177-49.4% | $79,467-68.7% | $64,173-61.2% |
| Participation rate | 96.4% | 65.0%+31.4pp | 73.3%+23.1pp | 69.6%+26.9pp |
| Annual return | -3.26% | -1.16%-2.1pp | 718.30%-721.6pp | 7.63%-10.9pp |
| Employer contribution / active EE | $858 | $2,076-58.7% | $2,800-69.4% | $2,381-64.0% |
| Participant deferral / active EE | $2,979 | $2,821+5.6% | $3,704-19.6% | $3,470-14.1% |
| Admin fee / account holder | $4,899 | $3,839+27.6% | $5,104-4.0% | $4,887+0.2% |