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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 | $21,532 | $87,546-75.4% | $75,784-71.6% | $125,389-82.8% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.8%+17.0pp | 83.2%+9.7pp |
| Annual return | -3.31% | 13.49%-16.8pp | 9.68%-13.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,832 | $3,930-28.0% | $3,323-14.8% | $4,866-41.8% |
| Participant deferral / active EE | $5,507 | $4,230+30.2% | $3,652+50.8% | $5,352+2.9% |
| Admin fee / account holder | $1,275 | $6,503-80.4% | $5,300-75.9% | $9,541-86.6% |