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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 | $17,363 | $84,518-79.5% | $67,704-74.4% | $125,389-86.2% |
| Participation rate | 70.0% | 74.8%-4.8pp | 67.5%+2.5pp | 83.2%-13.2pp |
| Annual return | -2.44% | 2.57%-5.0pp | 25.41%-27.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,093 | $3,292-66.8% | $2,559-57.3% | $4,866-77.5% |
| Participant deferral / active EE | $1,819 | $4,430-58.9% | $3,585-49.3% | $5,352-66.0% |
| Admin fee / account holder | $11,171 | $5,340+109.2% | $4,255+162.5% | $9,541+17.1% |