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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 | $22,165 | $127,096-82.6% | $105,736-79.0% | $135,380-83.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 76.3%+1.4pp | 82.6%-4.9pp |
| Annual return | -5.72% | 4.49%-10.2pp | 6.27%-12.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,393 | $4,107-66.1% | $3,268-57.4% | $4,779-70.8% |
| Participant deferral / active EE | $1,742 | $5,064-65.6% | $4,080-57.3% | $5,609-68.9% |
| Admin fee / account holder | $3,274 | $9,087-64.0% | $6,913-52.6% | $10,828-69.8% |