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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 | $17,152 | $59,111-71.0% | $86,451-80.2% | $68,490-75.0% |
| Participation rate | 80.5% | 75.2%+5.3pp | 80.3%+0.2pp | 67.9%+12.6pp |
| Annual return | -11.24% | -0.22%-11.0pp | 4398.51%-4409.7pp | -7.85%-3.4pp |
| Employer contribution / active EE | $2,950 | $2,519+17.1% | $3,770-21.7% | $2,597+13.6% |
| Participant deferral / active EE | $4,693 | $5,900-20.5% | $6,953-32.5% | $4,028+16.5% |
| Admin fee / account holder | $795 | $5,640-85.9% | $6,734-88.2% | $5,403-85.3% |