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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 | $33,123 | $87,546-62.2% | $75,784-56.3% | $125,389-73.6% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -0.94% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,031 | $3,930-73.8% | $3,323-69.0% | $4,866-78.8% |
| Participant deferral / active EE | $1,855 | $4,230-56.1% | $3,652-49.2% | $5,352-65.3% |
| Admin fee / account holder | $3,440 | $6,503-47.1% | $5,300-35.1% | $9,541-63.9% |