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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 | $25,282 | $87,016-70.9% | $63,244-60.0% | $125,388-79.8% |
| Participation rate | 82.4% | 77.1%+5.3pp | 71.0%+11.3pp | 83.2%-0.8pp |
| Annual return | 0.70% | 21.71%-21.0pp | -70.31%+71.0pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,183 | $3,601-67.1% | $2,322-49.0% | $4,866-75.7% |
| Participant deferral / active EE | $4,520 | $3,939+14.8% | $2,953+53.1% | $5,352-15.5% |
| Admin fee / account holder | $2,114 | $11,954-82.3% | $5,893-64.1% | $9,541-77.8% |