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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 | $23,601 | $59,116-60.1% | $86,438-72.7% | $68,486-65.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -9.64% | -0.23%-9.4pp | 4397.19%-4406.8pp | -7.85%-1.8pp |
| Employer contribution / active EE | $3,891 | $2,519+54.5% | $3,769+3.2% | $2,597+49.8% |
| Participant deferral / active EE | $8,343 | $5,902+41.4% | $6,952+20.0% | $4,028+107.1% |
| Admin fee / account holder | $1,617 | $5,639-71.3% | $6,733-76.0% | $5,404-70.1% |