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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 | $18,072 | $84,518-78.6% | $67,704-73.3% | $125,389-85.6% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | -3.31% | 2.57%-5.9pp | 25.41%-28.7pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,611 | $3,292-51.1% | $2,559-37.1% | $4,866-66.9% |
| Participant deferral / active EE | $2,496 | $4,430-43.7% | $3,585-30.4% | $5,352-53.4% |
| Admin fee / account holder | $4,329 | $5,340-18.9% | $4,255+1.7% | $9,541-54.6% |