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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 | $22,952 | $57,352-60.0% | $83,831-72.6% | $64,173-64.2% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -6.14% | 11.38%-17.5pp | 850.99%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,563 | $2,546-38.6% | $3,631-57.0% | $2,381-34.4% |
| Participant deferral / active EE | $3,664 | $2,993+22.4% | $4,082-10.2% | $3,470+5.6% |
| Admin fee / account holder | $571 | $4,046-85.9% | $5,479-89.6% | $4,887-88.3% |