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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 | $26,844 | $113,941-76.4% | $94,229-71.5% | $125,389-78.6% |
| Participation rate | 76.5% | 82.9%-6.4pp | 78.8%-2.3pp | 83.2%-6.7pp |
| Annual return | 0.89% | 5.29%-4.4pp | 10.68%-9.8pp | 282.24%-281.3pp |
| Employer contribution / active EE | $3,935 | $4,727-16.8% | $3,587+9.7% | $4,866-19.1% |
| Participant deferral / active EE | $7,519 | $5,179+45.2% | $4,320+74.0% | $5,352+40.5% |
| Admin fee / account holder | $22,274 | $8,392+165.4% | $6,269+255.3% | $9,541+133.5% |