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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 | $21,999 | $69,518-68.4% | $59,883-63.3% | $135,382-83.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | -1.33% | 7.95%-9.3pp | 3.46%-4.8pp | 519.77%-521.1pp |
| Employer contribution / active EE | $1,590 | $3,235-50.9% | $2,722-41.6% | $4,779-66.7% |
| Participant deferral / active EE | $4,212 | $4,204+0.2% | $3,402+23.8% | $5,609-24.9% |
| Admin fee / account holder | $2,492 | $5,734-56.5% | $3,591-30.6% | $10,829-77.0% |