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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 | $19,941 | $55,449-64.0% | $83,831-76.2% | $56,289-64.6% |
| Participation rate | 88.0% | 68.0%+20.0pp | 76.1%+11.9pp | 69.9%+18.1pp |
| Annual return | -0.15% | -1.38%+1.2pp | 850.99%-851.1pp | -9.96%+9.8pp |
| Employer contribution / active EE | $1,131 | $2,430-53.5% | $3,631-68.9% | $2,111-46.4% |
| Participant deferral / active EE | $2,862 | $2,935-2.5% | $4,082-29.9% | $3,350-14.6% |
| Admin fee / account holder | $689 | $656+5.0% | $5,479-87.4% | $521+32.2% |