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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 | $20,017 | $92,219-78.3% | $76,767-73.9% | $135,380-85.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -8.20% | 5.46%-13.7pp | 2.43%-10.6pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,896 | $3,216-41.0% | $2,485-23.7% | $4,779-60.3% |
| Participant deferral / active EE | $4,500 | $4,508-0.2% | $3,852+16.8% | $5,609-19.8% |
| Admin fee / account holder | $721 | $10,749-93.3% | $6,675-89.2% | $10,828-93.3% |