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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 | $22,719 | $57,350-60.4% | $83,850-72.9% | $64,181-64.6% |
| Participation rate | 76.9% | 68.6%+8.3pp | 76.1%+0.8pp | 69.6%+7.4pp |
| Annual return | -6.67% | 11.38%-18.1pp | 850.92%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,665 | $2,545+83.3% | $3,631+28.5% | $2,381+96.0% |
| Participant deferral / active EE | $2,583 | $2,993-13.7% | $4,082-36.7% | $3,470-25.5% |
| Admin fee / account holder | $448 | $4,046-88.9% | $5,478-91.8% | $4,887-90.8% |