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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 | $45,345 | $59,111-23.3% | $86,451-47.5% | $68,490-33.8% |
| Participation rate | 77.3% | 75.2%+2.0pp | 80.3%-3.1pp | 67.9%+9.4pp |
| Annual return | -16.94% | -0.22%-16.7pp | 4398.51%-4415.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,305 | $2,519-8.5% | $3,770-38.9% | $2,597-11.2% |
| Participant deferral / active EE | $5,447 | $5,900-7.7% | $6,953-21.7% | $4,028+35.2% |
| Admin fee / account holder | $4,656 | $5,640-17.5% | $6,734-30.9% | $5,403-13.8% |