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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 | $14,785 | $63,703-76.8% | $93,063-84.1% | $82,448-82.1% |
| Participation rate | 76.0% | 63.8%+12.2pp | 72.1%+3.9pp | 68.1%+7.9pp |
| Annual return | 18.49% | -775.43%+793.9pp | 34.15%-15.7pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,565 | $1,729-9.4% | $2,476-36.8% | $2,551-38.6% |
| Participant deferral / active EE | $2,099 | $2,919-28.1% | $3,958-47.0% | $4,139-49.3% |
| Admin fee / account holder | $1,952 | $5,982-67.4% | $6,033-67.6% | $7,234-73.0% |