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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 | $18,215 | $59,107-69.2% | $86,439-78.9% | $68,495-73.4% |
| Participation rate | 97.1% | 75.2%+21.9pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -12.09% | -0.23%-11.9pp | 4395.55%-4407.6pp | -7.84%-4.2pp |
| Employer contribution / active EE | $3,434 | $2,519+36.3% | $3,769-8.9% | $2,596+32.3% |
| Participant deferral / active EE | $7,757 | $5,901+31.4% | $6,952+11.6% | $4,028+92.6% |
| Admin fee / account holder | $958 | $5,637-83.0% | $6,732-85.8% | $5,403-82.3% |