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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 | $18,776 | $87,546-78.6% | $75,784-75.2% | $125,389-85.0% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -2.46% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,908 | $3,930-51.5% | $3,323-42.6% | $4,866-60.8% |
| Participant deferral / active EE | $2,917 | $4,230-31.0% | $3,652-20.1% | $5,352-45.5% |
| Admin fee / account holder | $678 | $6,503-89.6% | $5,300-87.2% | $9,541-92.9% |