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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 | $57,804 | $72,404-20.2% | $110,243-47.6% | $64,173-9.9% |
| Participation rate | 89.6% | 73.3%+16.2pp | 79.8%+9.7pp | 69.6%+20.0pp |
| Annual return | -4.29% | -6.29%+2.0pp | 314.76%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,114 | $2,282-51.2% | $3,827-70.9% | $2,381-53.2% |
| Participant deferral / active EE | $4,454 | $3,469+28.4% | $4,672-4.7% | $3,470+28.4% |
| Admin fee / account holder | $1,656 | $5,664-70.8% | $8,548-80.6% | $4,887-66.1% |