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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 | $25,162 | $84,518-70.2% | $67,704-62.8% | $125,389-79.9% |
| Participation rate | 77.8% | 74.8%+3.0pp | 67.5%+10.3pp | 83.2%-5.4pp |
| Annual return | -3.77% | 2.57%-6.3pp | 25.41%-29.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $338 | $3,292-89.7% | $2,559-86.8% | $4,866-93.0% |
| Participant deferral / active EE | $2,766 | $4,430-37.6% | $3,585-22.8% | $5,352-48.3% |
| Admin fee / account holder | $1,804 | $5,340-66.2% | $4,255-57.6% | $9,541-81.1% |