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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 | $14,676 | $45,152-67.5% | $73,836-80.1% | $59,633-75.4% |
| Participation rate | 77.4% | 64.0%+13.4pp | 73.4%+4.0pp | 68.7%+8.7pp |
| Annual return | -1.20% | 27.40%-28.6pp | 2268.06%-2269.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,809 | $1,901-4.8% | $2,787-35.1% | $2,203-17.9% |
| Participant deferral / active EE | $2,922 | $2,573+13.6% | $3,583-18.5% | $3,192-8.5% |
| Admin fee / account holder | $1,987 | $3,515-43.5% | $4,882-59.3% | $4,297-53.8% |