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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 | $25,687 | $95,915-73.2% | $79,580-67.7% | $134,532-80.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -15.27% | -2.71%-12.6pp | 0.15%-15.4pp | 418.27%-433.5pp |
| Employer contribution / active EE | $3,825 | $3,129+22.3% | $2,413+58.5% | $4,741-19.3% |
| Participant deferral / active EE | $4,992 | $4,693+6.4% | $3,985+25.2% | $6,401-22.0% |
| Admin fee / account holder | $788 | $9,132-91.4% | $6,835-88.5% | $11,429-93.1% |