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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 | $28,926 | $211,946-86.4% | $169,452-82.9% | $135,380-78.6% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -5.46% | 3.26%-8.7pp | 1.83%-7.3pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,773 | $5,117-65.3% | $4,157-57.3% | $4,779-62.9% |
| Participant deferral / active EE | $3,189 | $6,075-47.5% | $5,277-39.6% | $5,609-43.1% |
| Admin fee / account holder | $6,668 | $11,472-41.9% | $9,110-26.8% | $10,828-38.4% |