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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 | $20,676 | $57,352-63.9% | $83,831-75.3% | $64,173-67.8% |
| Participation rate | 96.6% | 68.6%+28.0pp | 76.1%+20.5pp | 69.6%+27.0pp |
| Annual return | -8.25% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $9,722 | $2,546+281.9% | $3,631+167.8% | $2,381+308.4% |
| Participant deferral / active EE | $3,175 | $2,993+6.1% | $4,082-22.2% | $3,470-8.5% |
| Admin fee / account holder | $327 | $4,046-91.9% | $5,479-94.0% | $4,887-93.3% |