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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 | $32,664 | $69,541-53.0% | $59,899-45.5% | $135,380-75.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -4.95% | 7.95%-12.9pp | 3.46%-8.4pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,526 | $3,236-52.8% | $2,723-43.9% | $4,779-68.1% |
| Participant deferral / active EE | $3,178 | $4,206-24.4% | $3,402-6.6% | $5,609-43.3% |
| Admin fee / account holder | $6,615 | $5,737+15.3% | $3,592+84.1% | $10,828-38.9% |