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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 | $17,590 | $107,806-83.7% | $90,655-80.6% | $135,382-87.0% |
| Participation rate | 95.7% | 78.0%+17.6pp | 74.0%+21.6pp | 82.6%+13.0pp |
| Annual return | -5.69% | -0.90%-4.8pp | 1.89%-7.6pp | 519.77%-525.5pp |
| Employer contribution / active EE | $692 | $3,018-77.1% | $2,532-72.7% | $4,779-85.5% |
| Participant deferral / active EE | $2,100 | $3,872-45.8% | $3,425-38.7% | $5,609-62.6% |
| Admin fee / account holder | $934 | $5,931-84.2% | $4,994-81.3% | $10,829-91.4% |