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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 | $28,935 | $77,816-62.8% | $123,549-76.6% | $64,181-54.9% |
| Participation rate | 71.1% | 74.7%-3.6pp | 82.3%-11.2pp | 69.6%+1.6pp |
| Annual return | -1.21% | 12.49%-13.7pp | 119.20%-120.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,259 | $3,014-58.2% | $4,628-72.8% | $2,381-47.1% |
| Participant deferral / active EE | $6,613 | $5,240+26.2% | $6,426+2.9% | $3,470+90.6% |
| Admin fee / account holder | $1,292 | $5,519-76.6% | $9,284-86.1% | $4,887-73.6% |