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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 | $28,693 | $77,816-63.1% | $123,549-76.8% | $64,181-55.3% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -6.38% | 12.49%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,515 | $3,014-49.7% | $4,628-67.3% | $2,381-36.4% |
| Participant deferral / active EE | $5,199 | $5,240-0.8% | $6,426-19.1% | $3,470+49.8% |
| Admin fee / account holder | $2,034 | $5,519-63.1% | $9,284-78.1% | $4,887-58.4% |