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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 | $45,002 | $72,404-37.8% | $110,243-59.2% | $64,173-29.9% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.6%+12.6pp |
| Annual return | -3.86% | -6.29%+2.4pp | 314.76%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,522 | $2,282+10.5% | $3,827-34.1% | $2,381+5.9% |
| Participant deferral / active EE | $5,367 | $3,469+54.7% | $4,672+14.9% | $3,470+54.7% |
| Admin fee / account holder | $7,733 | $5,664+36.5% | $8,548-9.5% | $4,887+58.2% |