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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 | $51,640 | $87,546-41.0% | $75,784-31.9% | $125,389-58.8% |
| Participation rate | 78.3% | 80.2%-1.9pp | 75.8%+2.4pp | 83.2%-4.9pp |
| Annual return | -0.94% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,222 | $3,930-43.5% | $3,323-33.1% | $4,866-54.3% |
| Participant deferral / active EE | $4,178 | $4,230-1.2% | $3,652+14.4% | $5,352-21.9% |
| Admin fee / account holder | $5,408 | $6,503-16.8% | $5,300+2.0% | $9,541-43.3% |