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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 | $15,601 | $95,193-83.6% | $76,523-79.6% | $135,382-88.5% |
| Participation rate | 78.9% | 74.4%+4.6pp | 68.0%+10.9pp | 82.6%-3.7pp |
| Annual return | -6.55% | 4.85%-11.4pp | -0.27%-6.3pp | 519.77%-526.3pp |
| Employer contribution / active EE | $575 | $3,302-82.6% | $2,647-78.3% | $4,779-88.0% |
| Participant deferral / active EE | $1,500 | $4,639-67.7% | $3,835-60.9% | $5,609-73.3% |
| Admin fee / account holder | $1,981 | $6,249-68.3% | $4,848-59.1% | $10,829-81.7% |