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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 | $28,798 | $77,816-63.0% | $123,552-76.7% | $64,173-55.1% |
| Participation rate | 72.9% | 74.7%-1.8pp | 82.3%-9.4pp | 69.6%+3.3pp |
| Annual return | -6.17% | 12.49%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,540 | $3,014-48.9% | $4,628-66.7% | $2,381-35.3% |
| Participant deferral / active EE | $3,120 | $5,240-40.5% | $6,426-51.4% | $3,470-10.1% |
| Admin fee / account holder | $2,843 | $5,519-48.5% | $9,285-69.4% | $4,887-41.8% |