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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 | $18,589 | $87,546-78.8% | $75,784-75.5% | $125,389-85.2% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -1.38% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,905 | $3,930-51.5% | $3,323-42.7% | $4,866-60.9% |
| Participant deferral / active EE | $2,661 | $4,230-37.1% | $3,652-27.1% | $5,352-50.3% |
| Admin fee / account holder | $4,623 | $6,503-28.9% | $5,300-12.8% | $9,541-51.5% |