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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 | $17,087 | $69,518-75.4% | $59,887-71.5% | $135,379-87.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | -0.07% | 7.95%-8.0pp | 3.46%-3.5pp | 519.79%-519.9pp |
| Employer contribution / active EE | $1,084 | $3,235-66.5% | $2,722-60.2% | $4,779-77.3% |
| Participant deferral / active EE | $1,637 | $4,204-61.1% | $3,402-51.9% | $5,609-70.8% |
| Admin fee / account holder | $3,684 | $5,734-35.8% | $3,591+2.6% | $10,828-66.0% |