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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 | $23,984 | $57,352-58.2% | $83,830-71.4% | $64,173-62.6% |
| Participation rate | 78.8% | 68.6%+10.2pp | 76.1%+2.6pp | 69.6%+9.2pp |
| Annual return | -6.71% | 11.38%-18.1pp | 850.97%-857.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,240 | $2,546+66.6% | $3,631+16.8% | $2,381+78.1% |
| Participant deferral / active EE | $1,533 | $2,993-48.8% | $4,082-62.5% | $3,470-55.8% |
| Admin fee / account holder | $972 | $4,046-76.0% | $5,479-82.3% | $4,887-80.1% |