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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 | $12,706 | $85,790-85.2% | $67,313-81.1% | $135,380-90.6% |
| Participation rate | 95.7% | 76.5%+19.2pp | 69.1%+26.6pp | 82.6%+13.0pp |
| Annual return | -7.51% | -0.54%-7.0pp | -4.08%-3.4pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,590 | $3,487-54.4% | $2,566-38.0% | $4,779-66.7% |
| Participant deferral / active EE | $4,357 | $4,651-6.3% | $3,568+22.1% | $5,609-22.3% |
| Admin fee / account holder | $910 | $6,392-85.8% | $4,507-79.8% | $10,828-91.6% |