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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 | $18,811 | $59,107-68.2% | $86,439-78.2% | $68,495-72.5% |
| Participation rate | 87.2% | 75.2%+11.9pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | -9.71% | -0.23%-9.5pp | 4395.55%-4405.3pp | -7.84%-1.9pp |
| Employer contribution / active EE | $2,996 | $2,519+18.9% | $3,769-20.5% | $2,596+15.4% |
| Participant deferral / active EE | $6,429 | $5,901+8.9% | $6,952-7.5% | $4,028+59.6% |
| Admin fee / account holder | $388 | $5,637-93.1% | $6,732-94.2% | $5,403-92.8% |