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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 | $25,773 | $57,352-55.1% | $83,830-69.3% | $64,173-59.8% |
| Participation rate | 92.2% | 68.6%+23.6pp | 76.1%+16.0pp | 69.6%+22.6pp |
| Annual return | -8.08% | 11.38%-19.5pp | 850.97%-859.1pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,446 | $2,546+35.4% | $3,631-5.1% | $2,381+44.7% |
| Participant deferral / active EE | $1,686 | $2,993-43.7% | $4,082-58.7% | $3,470-51.4% |
| Admin fee / account holder | $2,529 | $4,046-37.5% | $5,479-53.8% | $4,887-48.3% |