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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 | $39,069 | $77,816-49.8% | $123,549-68.4% | $64,181-39.1% |
| Participation rate | 72.7% | 74.7%-2.0pp | 82.3%-9.6pp | 69.6%+3.2pp |
| Annual return | -6.58% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,844 | $3,014-38.8% | $4,628-60.1% | $2,381-22.5% |
| Participant deferral / active EE | $4,397 | $5,240-16.1% | $6,426-31.6% | $3,470+26.7% |
| Admin fee / account holder | $4,345 | $5,519-21.3% | $9,284-53.2% | $4,887-11.1% |