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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 | $27,548 | $85,790-67.9% | $67,313-59.1% | $135,380-79.7% |
| Participation rate | 73.9% | 76.5%-2.6pp | 69.1%+4.8pp | 82.6%-8.7pp |
| Annual return | -5.63% | -0.54%-5.1pp | -4.08%-1.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $658 | $3,487-81.1% | $2,566-74.3% | $4,779-86.2% |
| Participant deferral / active EE | $1,511 | $4,651-67.5% | $3,568-57.7% | $5,609-73.1% |
| Admin fee / account holder | $1,015 | $6,392-84.1% | $4,507-77.5% | $10,828-90.6% |