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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 | $24,189 | $69,518-65.2% | $59,887-59.6% | $135,379-82.1% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.7%+15.8pp | 82.6%+7.8pp |
| Annual return | -2.62% | 7.95%-10.6pp | 3.46%-6.1pp | 519.79%-522.4pp |
| Employer contribution / active EE | $1,843 | $3,235-43.0% | $2,722-32.3% | $4,779-61.4% |
| Participant deferral / active EE | $1,609 | $4,204-61.7% | $3,402-52.7% | $5,609-71.3% |
| Admin fee / account holder | $3,598 | $5,734-37.2% | $3,591+0.2% | $10,828-66.8% |