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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 | $24,305 | $167,362-85.5% | $143,799-83.1% | $134,532-81.9% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -19.34% | 0.47%-19.8pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,791 | $5,620-68.1% | $4,952-63.8% | $4,741-62.2% |
| Participant deferral / active EE | $2,536 | $6,447-60.7% | $5,638-55.0% | $6,401-60.4% |
| Admin fee / account holder | $466 | $18,094-97.4% | $14,677-96.8% | $11,429-95.9% |