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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 | $19,704 | $100,811-80.5% | $86,698-77.3% | $134,545-85.4% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -16.00% | 29.11%-45.1pp | 35.96%-52.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,358 | $3,490-32.4% | $2,837-16.9% | $4,742-50.3% |
| Participant deferral / active EE | $6,684 | $5,339+25.2% | $4,656+43.5% | $6,401+4.4% |
| Admin fee / account holder | $681 | $10,926-93.8% | $7,492-90.9% | $11,431-94.0% |