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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 | $28,562 | $87,546-67.4% | $75,784-62.3% | $125,389-77.2% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -3.52% | 13.49%-17.0pp | 9.68%-13.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $860 | $3,930-78.1% | $3,323-74.1% | $4,866-82.3% |
| Participant deferral / active EE | $1,552 | $4,230-63.3% | $3,652-57.5% | $5,352-71.0% |
| Admin fee / account holder | $1,625 | $6,503-75.0% | $5,300-69.3% | $9,541-83.0% |