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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 | $11,854 | $54,239-78.1% | $70,098-83.1% | $68,495-82.7% |
| Participation rate | 98.5% | 64.5%+34.0pp | 70.5%+28.0pp | 67.9%+30.6pp |
| Annual return | -4.92% | -13.87%+8.9pp | 190.76%-195.7pp | -7.84%+2.9pp |
| Employer contribution / active EE | $3,302 | $2,019+63.5% | $2,560+29.0% | $2,596+27.2% |
| Participant deferral / active EE | $4,539 | $2,957+53.5% | $3,849+17.9% | $4,028+12.7% |
| Admin fee / account holder | $676 | $4,691-85.6% | $6,266-89.2% | $5,403-87.5% |