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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 | $20,471 | $92,219-77.8% | $76,767-73.3% | $135,380-84.9% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -5.32% | 5.46%-10.8pp | 2.43%-7.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,397 | $3,216-25.5% | $2,485-3.6% | $4,779-49.8% |
| Participant deferral / active EE | $6,832 | $4,508+51.5% | $3,852+77.4% | $5,609+21.8% |
| Admin fee / account holder | $1,346 | $10,749-87.5% | $6,675-79.8% | $10,828-87.6% |