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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 | $59,572 | $77,817-23.4% | $123,553-51.8% | $64,173-7.2% |
| Participation rate | 73.4% | 74.7%-1.3pp | 82.3%-8.9pp | 69.6%+3.9pp |
| Annual return | -4.41% | 12.49%-16.9pp | 119.21%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $894 | $3,014-70.3% | $4,628-80.7% | $2,381-62.4% |
| Participant deferral / active EE | $5,412 | $5,240+3.3% | $6,426-15.8% | $3,470+56.0% |
| Admin fee / account holder | $17,723 | $5,519+221.1% | $9,284+90.9% | $4,887+262.6% |