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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 | $13,955 | $75,962-81.6% | $154,111-90.9% | $64,173-78.3% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -6.76% | 30.32%-37.1pp | 735.18%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $688 | $3,350-79.5% | $5,298-87.0% | $2,381-71.1% |
| Participant deferral / active EE | $2,108 | $3,175-33.6% | $5,081-58.5% | $3,470-39.3% |
| Admin fee / account holder | $2,590 | $5,589-53.7% | $13,411-80.7% | $4,887-47.0% |