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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 | $25,679 | $87,544-70.7% | $75,784-66.1% | $125,388-79.5% |
| Participation rate | 70.0% | 80.2%-10.2pp | 75.8%-5.8pp | 83.2%-13.2pp |
| Annual return | -3.18% | 13.49%-16.7pp | 9.68%-12.9pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,770 | $3,930-29.5% | $3,323-16.6% | $4,866-43.1% |
| Participant deferral / active EE | $7,386 | $4,229+74.6% | $3,652+102.3% | $5,352+38.0% |
| Admin fee / account holder | $612 | $6,502-90.6% | $5,300-88.5% | $9,541-93.6% |