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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 | $57,629 | $77,817-25.9% | $123,553-53.4% | $64,173-10.2% |
| Participation rate | 81.6% | 74.7%+6.9pp | 82.3%-0.7pp | 69.6%+12.0pp |
| Annual return | -5.01% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,465 | $5,240-14.8% | $6,426-30.5% | $3,470+28.7% |
| Admin fee / account holder | $2,750 | $5,519-50.2% | $9,284-70.4% | $4,887-43.7% |