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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 | $17,106 | $84,518-79.8% | $67,704-74.7% | $125,389-86.4% |
| Participation rate | 92.9% | 74.8%+18.1pp | 67.5%+25.3pp | 83.2%+9.7pp |
| Annual return | -0.61% | 2.57%-3.2pp | 25.41%-26.0pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,116 | $3,292-66.1% | $2,559-56.4% | $4,866-77.1% |
| Participant deferral / active EE | $1,438 | $4,430-67.5% | $3,585-59.9% | $5,352-73.1% |
| Admin fee / account holder | $7,197 | $5,340+34.8% | $4,255+69.1% | $9,541-24.6% |