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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 | $21,381 | $84,518-74.7% | $67,704-68.4% | $125,389-82.9% |
| Participation rate | 72.2% | 74.8%-2.6pp | 67.5%+4.7pp | 83.2%-11.0pp |
| Annual return | -2.76% | 2.57%-5.3pp | 25.41%-28.2pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,082 | $3,292-36.8% | $2,559-18.7% | $4,866-57.2% |
| Participant deferral / active EE | $4,756 | $4,430+7.4% | $3,585+32.6% | $5,352-11.1% |
| Admin fee / account holder | $902 | $5,340-83.1% | $4,255-78.8% | $9,541-90.6% |