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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 | $18,556 | $117,623-84.2% | $71,702-74.1% | $134,509-86.2% |
| Participation rate | 95.5% | 68.9%+26.6pp | 62.3%+33.1pp | 81.2%+14.2pp |
| Annual return | -15.96% | 25.44%-41.4pp | 9.14%-25.1pp | 418.13%-434.1pp |
| Employer contribution / active EE | $1,421 | $2,525-43.7% | $1,704-16.6% | $4,741-70.0% |
| Participant deferral / active EE | $1,817 | $3,759-51.7% | $2,658-31.7% | $6,400-71.6% |
| Admin fee / account holder | $3,084 | $6,379-51.7% | $3,974-22.4% | $11,427-73.0% |