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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 | $24,815 | $113,941-78.2% | $94,229-73.7% | $125,389-80.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.57% | 5.29%-5.9pp | 10.68%-11.3pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,037 | $4,727-78.1% | $3,587-71.1% | $4,866-78.7% |
| Participant deferral / active EE | $8,441 | $5,179+63.0% | $4,320+95.4% | $5,352+57.7% |
| Admin fee / account holder | $375 | $8,392-95.5% | $6,269-94.0% | $9,541-96.1% |