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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 | $23,378 | $197,819-88.2% | $155,789-85.0% | $125,389-81.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 76.1%+9.6pp | 83.2%+2.5pp |
| Annual return | -1.52% | 86.73%-88.2pp | 71.54%-73.1pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,737 | $4,850-64.2% | $3,839-54.8% | $4,866-64.3% |
| Participant deferral / active EE | $2,243 | $5,631-60.2% | $4,798-53.2% | $5,352-58.1% |
| Admin fee / account holder | $22,733 | $9,544+138.2% | $7,477+204.0% | $9,541+138.3% |