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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 | $22,224 | $82,674-73.1% | $125,381-82.3% | $68,486-67.5% |
| Participation rate | 88.4% | 75.1%+13.3pp | 82.4%+6.0pp | 67.9%+20.5pp |
| Annual return | -11.16% | -5.97%-5.2pp | 572.31%-583.5pp | -7.85%-3.3pp |
| Employer contribution / active EE | $720 | $3,382-78.7% | $4,815-85.1% | $2,597-72.3% |
| Participant deferral / active EE | $2,929 | $6,111-52.1% | $7,448-60.7% | $4,028-27.3% |
| Admin fee / account holder | $1,099 | $6,277-82.5% | $10,007-89.0% | $5,404-79.7% |