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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 | $18,799 | $97,881-80.8% | $80,004-76.5% | $125,389-85.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 73.0%+17.9pp | 83.2%+7.7pp |
| Annual return | -3.53% | 9.36%-12.9pp | 7.63%-11.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $5,921 | $3,128+89.3% | $2,473+139.5% | $4,866+21.7% |
| Participant deferral / active EE | $3,875 | $3,744+3.5% | $3,204+21.0% | $5,352-27.6% |
| Admin fee / account holder | $700 | $6,278-88.9% | $5,033-86.1% | $9,541-92.7% |