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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 | $16,438 | $82,314-80.0% | $68,808-76.1% | $134,532-87.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | 11.24% | -2.18%+13.4pp | -6.37%+17.6pp | 418.27%-407.0pp |
| Employer contribution / active EE | $3,950 | $3,301+19.7% | $2,656+48.7% | $4,741-16.7% |
| Participant deferral / active EE | $3,564 | $4,740-24.8% | $3,942-9.6% | $6,401-44.3% |
| Admin fee / account holder | $495 | $6,484-92.4% | $4,936-90.0% | $11,429-95.7% |