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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 | $50,052 | $59,116-15.3% | $86,438-42.1% | $68,486-26.9% |
| Participation rate | 78.6% | 75.2%+3.3pp | 80.3%-1.8pp | 67.9%+10.7pp |
| Annual return | -15.88% | -0.23%-15.7pp | 4397.19%-4413.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,072 | $2,519-57.4% | $3,769-71.6% | $2,597-58.7% |
| Participant deferral / active EE | $7,107 | $5,902+20.4% | $6,952+2.2% | $4,028+76.4% |
| Admin fee / account holder | $6,539 | $5,639+16.0% | $6,733-2.9% | $5,404+21.0% |