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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 | $23,169 | $77,816-70.2% | $123,552-81.2% | $64,173-63.9% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.3%+8.9pp | 69.6%+21.6pp |
| Annual return | -2.23% | 12.49%-14.7pp | 119.20%-121.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,439 | $3,014-52.3% | $4,628-68.9% | $2,381-39.6% |
| Participant deferral / active EE | $2,266 | $5,240-56.8% | $6,426-64.7% | $3,470-34.7% |
| Admin fee / account holder | $11,368 | $5,519+106.0% | $9,285+22.4% | $4,887+132.6% |