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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 | $25,918 | $87,544-70.4% | $75,784-65.8% | $125,388-79.3% |
| Participation rate | 94.1% | 80.2%+13.9pp | 75.8%+18.3pp | 83.2%+10.9pp |
| Annual return | -3.73% | 13.49%-17.2pp | 9.68%-13.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,069 | $3,930-72.8% | $3,323-67.8% | $4,866-78.0% |
| Participant deferral / active EE | $4,991 | $4,229+18.0% | $3,652+36.7% | $5,352-6.7% |
| Admin fee / account holder | $21,141 | $6,502+225.1% | $5,300+298.9% | $9,541+121.6% |