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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 | $21,188 | $69,518-69.5% | $59,883-64.6% | $135,382-84.3% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.7%+3.1pp | 82.6%-4.9pp |
| Annual return | -6.27% | 7.95%-14.2pp | 3.46%-9.7pp | 519.77%-526.0pp |
| Employer contribution / active EE | $3,713 | $3,235+14.8% | $2,722+36.4% | $4,779-22.3% |
| Participant deferral / active EE | $4,371 | $4,204+4.0% | $3,402+28.5% | $5,609-22.1% |
| Admin fee / account holder | $7,692 | $5,734+34.1% | $3,591+114.2% | $10,829-29.0% |