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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 | $39,506 | $72,404-45.4% | $110,243-64.2% | $64,173-38.4% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.8pp |
| Annual return | -4.68% | -6.29%+1.6pp | 314.76%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $837 | $2,282-63.3% | $3,827-78.1% | $2,381-64.9% |
| Participant deferral / active EE | $5,099 | $3,469+47.0% | $4,672+9.1% | $3,470+47.0% |
| Admin fee / account holder | $5,392 | $5,664-4.8% | $8,548-36.9% | $4,887+10.3% |