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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 | $20,947 | $86,701-75.8% | $73,309-71.4% | $125,389-83.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 74.9%+12.6pp | 83.2%+4.3pp |
| Annual return | -2.50% | 2.78%-5.3pp | 5.67%-8.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,105 | $4,152-49.3% | $3,237-35.0% | $4,866-56.7% |
| Participant deferral / active EE | $3,774 | $5,549-32.0% | $4,991-24.4% | $5,352-29.5% |
| Admin fee / account holder | $1,534 | $7,768-80.3% | $5,635-72.8% | $9,541-83.9% |