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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 | $18,360 | $87,546-79.0% | $75,784-75.8% | $125,389-85.4% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -2.99% | 13.49%-16.5pp | 9.68%-12.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,275 | $3,930-42.1% | $3,323-31.6% | $4,866-53.3% |
| Participant deferral / active EE | $2,573 | $4,230-39.2% | $3,652-29.5% | $5,352-51.9% |
| Admin fee / account holder | $4,443 | $6,503-31.7% | $5,300-16.2% | $9,541-53.4% |