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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 | $63,681 | $107,809-40.9% | $90,657-29.8% | $135,380-53.0% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -3.42% | -0.90%-2.5pp | 1.89%-5.3pp | 519.81%-523.2pp |
| Employer contribution / active EE | $1,612 | $3,018-46.6% | $2,532-36.3% | $4,779-66.3% |
| Participant deferral / active EE | $2,894 | $3,872-25.3% | $3,424-15.5% | $5,609-48.4% |
| Admin fee / account holder | $517 | $5,931-91.3% | $4,994-89.7% | $10,828-95.2% |