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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 | $23,873 | $64,311-62.9% | $57,356-58.4% | $125,389-81.0% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 83.2%-12.6pp |
| Annual return | -0.22% | 25.14%-25.4pp | 24.41%-24.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,477 | $3,193+40.2% | $2,689+66.5% | $4,866-8.0% |
| Participant deferral / active EE | $2,723 | $3,846-29.2% | $3,162-13.9% | $5,352-49.1% |
| Admin fee / account holder | $369 | $5,243-93.0% | $3,357-89.0% | $9,541-96.1% |