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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 | $39,541 | $87,546-54.8% | $75,784-47.8% | $125,389-68.5% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -2.88% | 13.49%-16.4pp | 9.68%-12.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,158 | $3,930-70.5% | $3,323-65.2% | $4,866-76.2% |
| Participant deferral / active EE | $1,966 | $4,230-53.5% | $3,652-46.2% | $5,352-63.3% |
| Admin fee / account holder | $3,099 | $6,503-52.3% | $5,300-41.5% | $9,541-67.5% |