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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 | $58,191 | $77,816-25.2% | $123,549-52.9% | $64,181-9.3% |
| Participation rate | 73.3% | 74.7%-1.4pp | 82.3%-9.0pp | 69.6%+3.8pp |
| Annual return | -5.18% | 12.49%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $913 | $3,014-69.7% | $4,628-80.3% | $2,381-61.6% |
| Participant deferral / active EE | $5,163 | $5,240-1.5% | $6,426-19.7% | $3,470+48.8% |
| Admin fee / account holder | $7,906 | $5,519+43.2% | $9,284-14.8% | $4,887+61.8% |