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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 | $13,954 | $49,177-71.6% | $79,466-82.4% | $64,173-78.3% |
| Participation rate | 88.4% | 65.0%+23.3pp | 73.3%+15.0pp | 69.6%+18.8pp |
| Annual return | -3.22% | -1.16%-2.1pp | 718.28%-721.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,250 | $2,076+8.4% | $2,800-19.6% | $2,381-5.5% |
| Participant deferral / active EE | $3,418 | $2,821+21.2% | $3,704-7.7% | $3,470-1.5% |
| Admin fee / account holder | $852 | $3,839-77.8% | $5,104-83.3% | $4,887-82.6% |