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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 | $52,649 | $72,404-27.3% | $110,243-52.2% | $64,173-18.0% |
| Participation rate | 82.7% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | -6.52% | -6.29%-0.2pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,072 | $2,282-9.2% | $3,827-45.9% | $2,381-13.0% |
| Participant deferral / active EE | $3,587 | $3,469+3.4% | $4,672-23.2% | $3,470+3.4% |
| Admin fee / account holder | $7,107 | $5,664+25.5% | $8,548-16.9% | $4,887+45.4% |