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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 | $54,390 | $69,012-21.2% | $160,037-66.0% | $68,490-20.6% |
| Participation rate | 77.6% | 65.4%+12.2pp | 78.0%-0.3pp | 67.9%+9.8pp |
| Annual return | -13.84% | -9.65%-4.2pp | 408.95%-422.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,593 | $2,212-28.0% | $4,226-62.3% | $2,597-38.6% |
| Participant deferral / active EE | $2,661 | $4,212-36.8% | $6,184-57.0% | $4,028-33.9% |
| Admin fee / account holder | $3,525 | $4,798-26.5% | $8,716-59.6% | $5,403-34.8% |