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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 | $22,567 | $97,027-76.7% | $83,323-72.9% | $135,382-83.3% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -4.79% | 12.31%-17.1pp | 10.63%-15.4pp | 519.77%-524.6pp |
| Employer contribution / active EE | $2,874 | $4,143-30.6% | $3,379-14.9% | $4,779-39.9% |
| Participant deferral / active EE | $5,393 | $5,964-9.6% | $5,565-3.1% | $5,609-3.9% |
| Admin fee / account holder | $16,707 | $8,427+98.3% | $7,539+121.6% | $10,829+54.3% |