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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 | $59,628 | $77,817-23.4% | $123,553-51.7% | $64,173-7.1% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.9pp |
| Annual return | -4.60% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $616 | $3,014-79.5% | $4,628-86.7% | $2,381-74.1% |
| Participant deferral / active EE | $3,781 | $5,240-27.9% | $6,426-41.2% | $3,470+9.0% |
| Admin fee / account holder | $13,634 | $5,519+147.0% | $9,284+46.8% | $4,887+179.0% |