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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 | $24,332 | $69,518-65.0% | $59,883-59.4% | $135,382-82.0% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.7%+4.2pp | 82.6%-3.7pp |
| Annual return | -6.40% | 7.95%-14.3pp | 3.46%-9.9pp | 519.77%-526.2pp |
| Employer contribution / active EE | $944 | $3,235-70.8% | $2,722-65.3% | $4,779-80.2% |
| Participant deferral / active EE | $1,484 | $4,204-64.7% | $3,402-56.4% | $5,609-73.5% |
| Admin fee / account holder | $3,272 | $5,734-42.9% | $3,591-8.9% | $10,829-69.8% |