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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 | $42,291 | $72,404-41.6% | $110,241-61.6% | $64,181-34.1% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.5pp | 69.6%+12.8pp |
| Annual return | -6.67% | -6.29%-0.4pp | 314.75%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,790 | $2,282-21.5% | $3,827-53.2% | $2,381-24.8% |
| Participant deferral / active EE | $3,275 | $3,469-5.6% | $4,672-29.9% | $3,470-5.6% |
| Admin fee / account holder | $4,353 | $5,664-23.1% | $8,548-49.1% | $4,887-10.9% |