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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 | $20,006 | $86,705-76.9% | $73,309-72.7% | $125,393-84.0% |
| Participation rate | 76.5% | 78.6%-2.1pp | 74.9%+1.6pp | 83.2%-6.7pp |
| Annual return | 0.52% | 2.78%-2.3pp | 5.67%-5.2pp | 282.23%-281.7pp |
| Employer contribution / active EE | $2,118 | $4,152-49.0% | $3,237-34.6% | $4,866-56.5% |
| Participant deferral / active EE | $6,021 | $5,549+8.5% | $4,991+20.6% | $5,351+12.5% |
| Admin fee / account holder | $777 | $7,772-90.0% | $5,637-86.2% | $9,541-91.9% |