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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 | $11,859 | $69,541-82.9% | $59,899-80.2% | $135,380-91.2% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.7%+13.5pp | 82.6%+5.6pp |
| Annual return | -5.98% | 7.95%-13.9pp | 3.46%-9.4pp | 519.81%-525.8pp |
| Employer contribution / active EE | $412 | $3,236-87.3% | $2,723-84.9% | $4,779-91.4% |
| Participant deferral / active EE | $4,452 | $4,206+5.9% | $3,402+30.9% | $5,609-20.6% |
| Admin fee / account holder | $2,742 | $5,737-52.2% | $3,592-23.7% | $10,828-74.7% |