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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 | $47,642 | $77,816-38.8% | $123,552-61.4% | $64,173-25.8% |
| Participation rate | 73.7% | 74.7%-1.0pp | 82.3%-8.6pp | 69.6%+4.1pp |
| Annual return | -2.17% | 12.49%-14.7pp | 119.20%-121.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $3,216 | $3,014+6.7% | $4,628-30.5% | $2,381+35.1% |
| Participant deferral / active EE | $5,298 | $5,240+1.1% | $6,426-17.6% | $3,470+52.7% |
| Admin fee / account holder | $4,200 | $5,519-23.9% | $9,285-54.8% | $4,887-14.1% |