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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 | $22,463 | $83,908-73.2% | $68,509-67.2% | $125,389-82.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 74.7%+0.3pp | 83.2%-8.2pp |
| Annual return | -1.60% | 14.48%-16.1pp | 8.27%-9.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,169 | $3,031-61.4% | $2,278-48.7% | $4,866-76.0% |
| Participant deferral / active EE | $2,215 | $4,125-46.3% | $3,382-34.5% | $5,352-58.6% |
| Admin fee / account holder | $1,145 | $8,982-87.3% | $5,275-78.3% | $9,541-88.0% |