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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 | $12,590 | $45,152-72.1% | $73,836-82.9% | $59,633-78.9% |
| Participation rate | 96.9% | 64.0%+32.9pp | 73.4%+23.5pp | 68.7%+28.3pp |
| Annual return | -1.32% | 27.40%-28.7pp | 2268.06%-2269.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $698 | $1,901-63.3% | $2,787-75.0% | $2,203-68.3% |
| Participant deferral / active EE | $972 | $2,573-62.2% | $3,583-72.9% | $3,192-69.5% |
| Admin fee / account holder | $403 | $3,515-88.5% | $4,882-91.7% | $4,297-90.6% |