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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 | $56,225 | $77,816-27.7% | $123,549-54.5% | $64,181-12.4% |
| Participation rate | 76.4% | 74.7%+1.7pp | 82.3%-5.9pp | 69.6%+6.8pp |
| Annual return | -1.39% | 12.49%-13.9pp | 119.20%-120.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,171 | $5,240+36.9% | $6,426+11.6% | $3,470+106.7% |
| Admin fee / account holder | $1,165 | $5,519-78.9% | $9,284-87.5% | $4,887-76.2% |