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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 | $24,590 | $100,805-75.6% | $86,698-71.6% | $134,532-81.7% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -19.65% | 29.09%-48.7pp | 35.95%-55.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $910 | $3,490-73.9% | $2,837-67.9% | $4,741-80.8% |
| Participant deferral / active EE | $5,196 | $5,339-2.7% | $4,656+11.6% | $6,401-18.8% |
| Admin fee / account holder | $726 | $10,925-93.4% | $7,493-90.3% | $11,429-93.6% |