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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 | $20,168 | $95,193-78.8% | $76,523-73.6% | $135,382-85.1% |
| Participation rate | 88.2% | 74.4%+13.8pp | 68.0%+20.2pp | 82.6%+5.6pp |
| Annual return | -6.43% | 4.85%-11.3pp | -0.27%-6.2pp | 519.77%-526.2pp |
| Employer contribution / active EE | $1,272 | $3,302-61.5% | $2,647-51.9% | $4,779-73.4% |
| Participant deferral / active EE | $4,527 | $4,639-2.4% | $3,835+18.0% | $5,609-19.3% |
| Admin fee / account holder | $720 | $6,249-88.5% | $4,848-85.1% | $10,829-93.4% |