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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 | $23,036 | $78,694-70.7% | $67,652-65.9% | $125,389-81.6% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | -1.94% | 9.46%-11.4pp | 6625.40%-6627.3pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,213 | $3,044-27.3% | $2,266-2.3% | $4,866-54.5% |
| Participant deferral / active EE | $8,045 | $4,292+87.4% | $3,560+126.0% | $5,352+50.3% |
| Admin fee / account holder | $382 | $7,403-94.8% | $4,821-92.1% | $9,541-96.0% |