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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 | $58,533 | $77,816-24.8% | $123,552-52.6% | $64,173-8.8% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -4.92% | 12.49%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,779 | $3,014-41.0% | $4,628-61.6% | $2,381-25.3% |
| Participant deferral / active EE | $5,548 | $5,240+5.9% | $6,426-13.7% | $3,470+59.9% |
| Admin fee / account holder | $2,385 | $5,519-56.8% | $9,285-74.3% | $4,887-51.2% |