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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 | $23,449 | $83,908-72.1% | $68,509-65.8% | $125,388-81.3% |
| Participation rate | 90.0% | 78.2%+11.8pp | 74.7%+15.3pp | 83.2%+6.8pp |
| Annual return | -1.84% | 14.48%-16.3pp | 8.27%-10.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,117 | $3,031-30.1% | $2,278-7.0% | $4,866-56.5% |
| Participant deferral / active EE | $3,057 | $4,125-25.9% | $3,382-9.6% | $5,352-42.9% |
| Admin fee / account holder | $2,739 | $8,982-69.5% | $5,275-48.1% | $9,541-71.3% |