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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 | $23,664 | $85,790-72.4% | $67,313-64.8% | $135,380-82.5% |
| Participation rate | 90.5% | 76.5%+14.0pp | 69.1%+21.4pp | 82.6%+7.8pp |
| Annual return | -6.56% | -0.54%-6.0pp | -4.08%-2.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,088 | $3,487-40.1% | $2,566-18.6% | $4,779-56.3% |
| Participant deferral / active EE | $1,086 | $4,651-76.6% | $3,568-69.6% | $5,609-80.6% |
| Admin fee / account holder | $1,851 | $6,392-71.0% | $4,507-58.9% | $10,828-82.9% |